GVAG
Great Valley Advisor Group’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $790K | Sell |
1,130
-324
| -22% | -$226K | 0.02% | 498 |
|
|
2025
Q1 | $883K | Sell |
1,454
-108
| -7% | -$65.6K | 0.02% | 472 |
|
|
2024
Q4 | $994K | Buy |
1,562
+164
| +12% | +$104K | 0.02% | 444 |
|
|
2024
Q3 | $883K | Buy |
1,398
+10
| +0.7% | +$6.32K | 0.02% | 451 |
|
|
2024
Q2 | $702K | Sell |
1,388
-180
| -11% | -$91.1K | 0.02% | 455 |
|
|
2024
Q1 | $872K | Buy |
1,568
+158
| +11% | +$87.8K | 0.03% | 393 |
|
|
2023
Q4 | $650K | Buy |
1,410
+25
| +2% | +$11.5K | 0.02% | 405 |
|
|
2023
Q3 | $539K | Buy |
1,385
+141
| +11% | +$54.9K | 0.02% | 420 |
|
|
2023
Q2 | $485K | Buy |
1,244
+27
| +2% | +$10.5K | 0.02% | 447 |
|
|
2023
Q1 | $409K | Sell |
1,217
-5
| -0.4% | -$1.68K | 0.02% | 470 |
|
|
2022
Q4 | $356K | Sell |
1,222
-73
| -6% | -$21.3K | 0.02% | 509 |
|
|
2022
Q3 | $314K | Buy |
1,295
+44
| +4% | +$10.7K | 0.02% | 522 |
|
|
2022
Q2 | $308K | Buy |
1,251
+31
| +3% | +$7.63K | 0.02% | 541 |
|
|
2022
Q1 | $347K | Sell |
1,220
-547
| -31% | -$156K | 0.02% | 464 |
|
|
2021
Q4 | $561K | Sell |
1,767
-2
| -0.1% | -$635 | 0.03% | 363 |
|
|
2021
Q3 | $494K | Buy |
1,769
+512
| +41% | +$143K | 0.03% | 361 |
|
|
2021
Q2 | $386K | Buy |
1,257
+28
| +2% | +$8.6K | 0.03% | 402 |
|
|
2021
Q1 | $388K | Sell |
1,229
-16
| -1% | -$5.05K | 0.04% | 351 |
|
|
2020
Q4 | $339K | Hold |
1,245
| – | – | 0.04% | 352 |
|
|
2020
Q3 | $251K | Buy |
1,245
+5
| +0.4% | +$1.01K | 0.03% | 364 |
|
|
2020
Q2 | $228K | Buy |
+1,240
| New | +$228K | 0.04% | 364 |
|
|
2020
Q1 | – | Sell |
-1,225
| Closed | -$252K | – | 359 |
|
|
2019
Q4 | $252K | Hold |
1,225
| – | – | 0.06% | 303 |
|
|
2019
Q3 | $222K | Hold |
1,225
| – | – | 0.05% | 315 |
|
|
2019
Q2 | $209K | Buy |
1,225
+15
| +1% | +$2.56K | 0.05% | 316 |
|
|
2019
Q1 | $208K | Buy |
+1,210
| New | +$208K | 0.07% | 280 |
|