Fulcrum Capital’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-709
| Closed | -$451K | – | 118 |
|
|
2024
Q4 | $451K | Hold |
709
| – | – | 0.09% | 69 |
|
|
2024
Q3 | $448K | Hold |
709
| – | – | 0.1% | 74 |
|
|
2024
Q2 | $359K | Hold |
709
| – | – | 0.08% | 78 |
|
|
2024
Q1 | $394K | Sell |
709
-295
| -29% | -$150K | 0.09% | 78 |
|
|
2023
Q4 | $463K | Buy |
+1,004
| New | +$418K | 0.12% | 69 |
|
|
2023
Q3 | – | Sell |
-1,075
| Closed | -$419K | – | 116 |
|
|
2023
Q2 | $419K | Hold |
1,075
| – | – | 0.11% | 72 |
|
|
2023
Q1 | $361K | Sell |
1,075
-520
| -33% | -$172K | 0.1% | 80 |
|
|
2022
Q4 | $464K | Sell |
1,595
-125
| -7% | -$35.8K | 0.13% | 68 |
|
|
2022
Q3 | $417K | Sell |
1,720
-132
| -7% | -$35.7K | 0.12% | 63 |
|
|
2022
Q2 | $456K | Sell |
1,852
-17,325
| -90% | -$4.64M | 0.14% | 56 |
|
|
2022
Q1 | $5.44M | Buy |
19,177
+454
| +2% | +$137K | 1.46% | 30 |
|
|
2021
Q4 | $5.96M | Buy |
18,723
+756
| +4% | +$234K | 1.29% | 36 |
|
|
2021
Q3 | $5.02M | Buy |
17,967
+496
| +3% | +$148K | 1.2% | 35 |
|
|
2021
Q2 | $5.37M | Buy |
17,471
+1,093
| +7% | +$338K | 1.35% | 35 |
|
|
2021
Q1 | $5.17M | Sell |
16,378
-1,494
| -8% | -$431K | 1.48% | 34 |
|
|
2020
Q4 | $4.87M | Buy |
17,872
+205
| +1% | +$50.8K | 1.46% | 34 |
|
|
2020
Q3 | $3.58M | Sell |
17,667
-1,024
| -5% | -$201K | 1.29% | 36 |
|
|
2020
Q2 | $3.43M | Sell |
18,691
-3,563
| -16% | -$575K | 1.3% | 34 |
|
|
2020
Q1 | $2.89M | Sell |
22,254
-124
| -0.6% | -$22.4K | 1.31% | 34 |
|
|
2019
Q4 | $4.61M | Sell |
22,378
-363
| -2% | -$70.3K | 1.43% | 32 |
|
|
2019
Q3 | $4.11M | Sell |
22,741
-3,087
| -12% | -$525K | 1.4% | 34 |
|
|
2019
Q2 | $4.39M | Buy |
25,828
+524
| +2% | +$90.4K | 1.61% | 33 |
|
|
2019
Q1 | $4.34M | Buy |
25,304
+1,870
| +8% | +$310K | 1.64% | 30 |
|
|
2018
Q4 | $3.5M | Buy |
23,434
+3,006
| +15% | +$486K | 1.57% | 30 |
|
|
2018
Q3 | $3.76M | Buy |
20,428
+1,248
| +7% | +$214K | 1.46% | 30 |
|
|
2018
Q2 | $2.99M | Buy |
19,180
+1,811
| +10% | +$309K | 1.43% | 27 |
|
|
2018
Q1 | $2.97M | Buy |
+17,369
| New | +$3.29M | 0.97% | 35 |
|