GM
GeoWealth Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
1,967
+245
| +14% | +$171K | 0.05% | 199 |
|
|
2025
Q1 | $1.05M | Sell |
1,722
-535
| -24% | -$325K | 0.04% | 248 |
|
|
2024
Q4 | $1.44M | Sell |
2,257
-520
| -19% | -$331K | 0.05% | 227 |
|
|
2024
Q3 | $1.75M | Buy |
2,777
+378
| +16% | +$239K | 0.06% | 203 |
|
|
2024
Q2 | $1.21M | Buy |
2,399
+171
| +8% | +$86.5K | 0.05% | 228 |
|
|
2024
Q1 | $1.24M | Buy |
2,228
+370
| +20% | +$206K | 0.05% | 252 |
|
|
2023
Q4 | $856K | Buy |
1,858
+1,783
| +2,377% | +$821K | 0.07% | 233 |
|
|
2023
Q3 | $30K | Buy |
75
+22
| +42% | +$8.8K | ﹤0.01% | 418 |
|
|
2023
Q2 | $20K | Sell |
53
-1
| -2% | -$377 | ﹤0.01% | 372 |
|
|
2023
Q1 | $18K | Sell |
54
-2
| -4% | -$667 | ﹤0.01% | 325 |
|
|
2022
Q4 | $17K | Sell |
56
-8
| -13% | -$2.43K | ﹤0.01% | 327 |
|
|
2022
Q3 | $15K | Sell |
64
-5
| -7% | -$1.17K | ﹤0.01% | 323 |
|
|
2022
Q2 | $17K | Sell |
69
-21
| -23% | -$5.17K | ﹤0.01% | 312 |
|
|
2022
Q1 | $26K | Sell |
90
-8
| -8% | -$2.31K | ﹤0.01% | 358 |
|
|
2021
Q4 | $31K | Buy |
98
+25
| +34% | +$7.91K | ﹤0.01% | 331 |
|
|
2021
Q3 | $21K | Sell |
73
-151
| -67% | -$43.4K | ﹤0.01% | 370 |
|
|
2021
Q2 | $69K | Buy |
+224
| New | +$69K | 0.01% | 235 |
|