Gradient Investments’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $208K | Buy |
+213
| New | +$195K | ﹤0.01% | 440 |
|
|
2024
Q3 | – | Sell |
-122
| Closed | -$61.7K | – | 1009 |
|
|
2024
Q2 | $61.7K | Buy |
122
+109
| +838% | +$58.5K | ﹤0.01% | 468 |
|
|
2024
Q1 | $7.22K | Sell |
13
-255
| -95% | -$130K | ﹤0.01% | 675 |
|
|
2023
Q4 | $123K | Hold |
268
| – | – | ﹤0.01% | 395 |
|
|
2023
Q3 | $104K | Hold |
268
| – | – | ﹤0.01% | 384 |
|
|
2023
Q2 | $105K | Buy |
268
+15
| +6% | +$5.08K | ﹤0.01% | 399 |
|
|
2023
Q1 | $85K | Buy |
+253
| New | +$83.8K | ﹤0.01% | 405 |
|
|
2022
Q4 | – | Sell |
-35
| Closed | -$8K | – | 1620 |
|
|
2022
Q3 | $8K | Buy |
+35
| New | +$9.47K | ﹤0.01% | 854 |
|
|
2021
Q3 | – | Sell |
-11
| Closed | -$3K | – | 1227 |
|
|
2021
Q2 | $3K | Buy |
+11
| New | +$3.4K | ﹤0.01% | 959 |
|
|
2021
Q1 | – | Sell |
-9
| Closed | -$2K | – | 1249 |
|
|
2020
Q4 | $2K | Hold |
9
| – | – | ﹤0.01% | 969 |
|
|
2020
Q3 | $2K | Buy |
+9
| New | +$1.77K | ﹤0.01% | 974 |
|
|
2020
Q1 | – | Sell |
-3
| Closed | -$1K | – | 1205 |
|
|
2019
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 1043 |
|
|
2019
Q3 | $1K | Buy |
+3
| New | +$510 | ﹤0.01% | 1034 |
|
|
2018
Q2 | – | Sell |
-7
| Closed | -$1K | – | 1105 |
|
|
2018
Q1 | $1K | Sell |
7
-3
| -30% | -$568 | ﹤0.01% | 929 |
|
|
2017
Q4 | $2K | Buy |
+10
| New | +$1.86K | ﹤0.01% | 826 |
|
|
2017
Q3 | – | Sell |
-37
| Closed | -$6K | – | 575 |
|
|
2017
Q2 | $6K | Sell |
37
-13
| -26% | -$2.06K | ﹤0.01% | 560 |
|
|
2017
Q1 | $8K | Buy |
+50
| New | +$7.59K | ﹤0.01% | 548 |
|
|
2013
Q4 | – | Sell |
-3
| Closed | – | – | 637 |
|
|
2013
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 565 |
|
|
2013
Q2 | $0 | Buy |
+3
| New | +$281 | ﹤0.01% | 484 |
|
Other funds holding PH
CAM
UBP
EB
HCMG
VNIM
CNB
BC
CTI