Heritage Wealth Advisors’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 | $246K | Hold |
352
| – | – | 0.01% | 187 |
|
|
2025
Q1 | $214K | Sell |
352
-3
| -0.8% | -$1.82K | 0.01% | 195 |
|
|
2024
Q4 | $226K | Buy |
355
+3
| +0.9% | +$1.91K | 0.01% | 192 |
|
|
2024
Q3 | $222K | Buy |
352
+12
| +4% | +$7.58K | 0.01% | 201 |
|
|
2024
Q2 | $172K | Hold |
340
| – | – | 0.01% | 214 |
|
|
2024
Q1 | $189K | Hold |
340
| – | – | 0.01% | 216 |
|
|
2023
Q4 | $157K | Sell |
340
-56
| -14% | -$25.8K | 0.01% | 231 |
|
|
2023
Q3 | $154K | Hold |
396
| – | – | 0.01% | 217 |
|
|
2023
Q2 | $154K | Hold |
396
| – | – | 0.01% | 224 |
|
|
2023
Q1 | $133K | Hold |
396
| – | – | 0.01% | 235 |
|
|
2022
Q4 | $115K | Hold |
396
| – | – | 0.01% | 251 |
|
|
2022
Q3 | $96K | Hold |
396
| – | – | 0.01% | 253 |
|
|
2022
Q2 | $97K | Buy |
396
+340
| +607% | +$83.3K | 0.01% | 262 |
|
|
2022
Q1 | $16K | Hold |
56
| – | – | ﹤0.01% | 410 |
|
|
2021
Q4 | $18K | Hold |
56
| – | – | ﹤0.01% | 417 |
|
|
2021
Q3 | $15.7K | Hold |
56
| – | – | ﹤0.01% | 418 |
|
|
2021
Q2 | $17.2K | Hold |
56
| – | – | ﹤0.01% | 425 |
|
|
2021
Q1 | $17.7K | Hold |
56
| – | – | ﹤0.01% | 430 |
|
|
2020
Q4 | $15K | Hold |
56
| – | – | ﹤0.01% | 436 |
|
|
2020
Q3 | $11.3K | Hold |
56
| – | – | ﹤0.01% | 394 |
|
|
2020
Q2 | $10.3K | Hold |
56
| – | – | ﹤0.01% | 380 |
|
|
2020
Q1 | $7.27K | Hold |
56
| – | – | ﹤0.01% | 389 |
|
|
2019
Q4 | $11.5K | Hold |
56
| – | – | ﹤0.01% | 411 |
|
|
2019
Q3 | $10K | Hold |
56
| – | – | ﹤0.01% | 394 |
|
|
2019
Q2 | $9.52K | Buy |
+56
| New | +$9.52K | ﹤0.01% | 393 |
|