Great Diamond Partners’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
$2.75M Buy
3,933
+90
+2% +$62.9K 0.58% 44
2025
Q1
$2.34M Buy
3,843
+2,173
+130% +$1.32M 0.64% 44
2024
Q4
$1.06M Buy
1,670
+28
+2% +$17.8K 0.27% 85
2024
Q3
$1.04M Sell
1,642
-546
-25% -$345K 0.26% 87
2024
Q2
$1.11M Sell
2,188
-31
-1% -$15.7K 0.26% 86
2024
Q1
$1.23M Sell
2,219
-11
-0.5% -$6.11K 0.28% 84
2023
Q4
$1.03M Buy
2,230
+153
+7% +$70.5K 0.25% 86
2023
Q3
$809K Buy
+2,077
New +$809K 0.22% 96
2020
Q1
Sell
-193
Closed -$39K 470
2019
Q4
$39K Buy
+193
New +$39K 0.01% 343