GIM
Groesbeck Investment Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $205K | Hold |
337
| – | – | 0.29% | 82 |
|
|
2024
Q4 | $214K | Sell |
337
-630
| -65% | -$400K | 0.28% | 82 |
|
|
2024
Q3 | $611K | Hold |
967
| – | – | 0.9% | 42 |
|
|
2024
Q2 | $489K | Buy |
967
+17
| +2% | +$8.6K | 0.68% | 53 |
|
|
2024
Q1 | $528K | Hold |
950
| – | – | 0.56% | 60 |
|
|
2023
Q4 | $438K | Hold |
950
| – | – | 0.61% | 56 |
|
|
2023
Q3 | $370K | Hold |
950
| – | – | 0.56% | 60 |
|
|
2023
Q2 | $371K | Hold |
950
| – | – | 0.56% | 58 |
|
|
2023
Q1 | $319K | Hold |
950
| – | – | 0.48% | 65 |
|
|
2022
Q4 | $276K | Hold |
950
| – | – | 0.46% | 65 |
|
|
2022
Q3 | $234K | Hold |
950
| – | – | 0.39% | 80 |
|
|
2022
Q2 | $234K | Hold |
950
| – | – | 0.39% | 80 |
|
|
2022
Q1 | $270K | Hold |
950
| – | – | 0.3% | 96 |
|
|
2021
Q4 | $302K | Hold |
950
| – | – | 0.38% | 74 |
|
|
2021
Q3 | $266K | Hold |
950
| – | – | 0.31% | 95 |
|
|
2021
Q2 | $292K | Hold |
950
| – | – | 0.37% | 79 |
|
|
2021
Q1 | $300K | Sell |
950
-170
| -15% | -$53.7K | 0.43% | 79 |
|
|
2020
Q4 | $305K | Hold |
1,120
| – | – | 0.5% | 69 |
|
|
2020
Q3 | $227K | Hold |
1,120
| – | – | 0.43% | 74 |
|
|
2020
Q2 | $205K | Buy |
+1,120
| New | +$205K | 0.41% | 75 |
|