FineMark National Bank & Trust’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $242K | Buy |
346
+11
| +3% | +$7.68K | 0.01% | 404 |
|
2025
Q1 | $204K | Buy |
+335
| New | +$204K | 0.01% | 420 |
|
2024
Q3 | – | Sell |
-456
| Closed | -$231K | – | 433 |
|
2024
Q2 | $231K | Buy |
456
+24
| +6% | +$12.1K | 0.01% | 375 |
|
2024
Q1 | $240K | Buy |
+432
| New | +$240K | 0.01% | 381 |
|
2021
Q1 | – | Sell |
-4,999
| Closed | -$1.36M | – | 449 |
|
2020
Q4 | $1.36M | Buy |
4,999
+12
| +0.2% | +$3.27K | 0.06% | 165 |
|
2020
Q3 | $1.01M | Hold |
4,987
| – | – | 0.05% | 182 |
|
2020
Q2 | $914K | Buy |
4,987
+132
| +3% | +$24.2K | 0.05% | 181 |
|
2020
Q1 | $630K | Buy |
4,855
+304
| +7% | +$39.4K | 0.04% | 201 |
|
2019
Q4 | $937K | Hold |
4,551
| – | – | 0.05% | 182 |
|
2019
Q3 | $822K | Hold |
4,551
| – | – | 0.04% | 191 |
|
2019
Q2 | $774K | Hold |
4,551
| – | – | 0.04% | 198 |
|
2019
Q1 | $781K | Sell |
4,551
-850
| -16% | -$146K | 0.05% | 191 |
|
2018
Q4 | $806K | Sell |
5,401
-35
| -0.6% | -$5.22K | 0.05% | 181 |
|
2018
Q3 | $1M | Buy |
5,436
+189
| +4% | +$34.8K | 0.06% | 160 |
|
2018
Q2 | $818K | Buy |
5,247
+161
| +3% | +$25.1K | 0.05% | 200 |
|
2018
Q1 | $870K | Buy |
5,086
+450
| +10% | +$77K | 0.06% | 181 |
|
2017
Q4 | $925K | Hold |
4,636
| – | – | 0.06% | 168 |
|
2017
Q3 | $811K | Sell |
4,636
-5
| -0.1% | -$875 | 0.05% | 176 |
|
2017
Q2 | $742K | Buy |
+4,641
| New | +$742K | 0.05% | 175 |
|
2017
Q1 | – | Sell |
-8
| Closed | -$1K | – | 825 |
|
2016
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 1245 |
|
2016
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 1262 |
|
2016
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 1316 |
|
2016
Q1 | $1K | Sell |
8
-400
| -98% | -$50K | ﹤0.01% | 1241 |
|
2015
Q4 | $40K | Sell |
408
-29
| -7% | -$2.84K | ﹤0.01% | 652 |
|
2015
Q3 | $43K | Hold |
437
| – | – | 0.01% | 660 |
|
2015
Q2 | $50K | Hold |
437
| – | – | 0.01% | 658 |
|
2015
Q1 | $51K | Buy |
437
+8
| +2% | +$934 | 0.01% | 668 |
|
2014
Q4 | $56K | Hold |
429
| – | – | 0.01% | 632 |
|
2014
Q3 | $49K | Hold |
429
| – | – | 0.01% | 635 |
|
2014
Q2 | $54K | Hold |
429
| – | – | 0.01% | 609 |
|
2014
Q1 | $52K | Buy |
429
+5
| +1% | +$606 | 0.01% | 597 |
|
2013
Q4 | $54K | Buy |
424
+408
| +2,550% | +$52K | 0.01% | 560 |
|
2013
Q3 | $2K | Sell |
16
-177
| -92% | -$22.1K | ﹤0.01% | 1268 |
|
2013
Q2 | $19K | Buy |
+193
| New | +$19K | 0.01% | 804 |
|