GenTrust’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
$333K Sell
477
-61
-11% -$42.6K 0.02% 144
2025
Q1
$327K Buy
538
+14
+3% +$8.51K 0.02% 151
2024
Q4
$333K Buy
524
+15
+3% +$9.54K 0.01% 154
2024
Q3
$322K Hold
509
0.02% 159
2024
Q2
$257K Buy
+509
New +$257K 0.01% 157