GoalVest Advisory’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 | $52.4K | Buy |
75
+55
| +275% | +$38.4K | 0.01% | 202 |
|
|
2025
Q1 | $12.2K | Hold |
20
| – | – | ﹤0.01% | 259 |
|
|
2024
Q4 | $12.7K | Hold |
20
| – | – | ﹤0.01% | 268 |
|
|
2024
Q3 | $12.6K | Hold |
20
| – | – | ﹤0.01% | 301 |
|
|
2024
Q2 | $10.1K | Sell |
20
-50
| -71% | -$25.3K | ﹤0.01% | 275 |
|
|
2024
Q1 | $38.9K | Buy |
70
+20
| +40% | +$11.1K | 0.01% | 211 |
|
|
2023
Q4 | $23K | Buy |
50
+45
| +900% | +$20.7K | 0.01% | 195 |
|
|
2023
Q3 | $1.95K | Buy |
+5
| New | +$1.95K | ﹤0.01% | 425 |
|