Heritage Wealth Advisors’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $267K | Hold |
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|
2025
Q2 | $246K | Hold |
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|
2025
Q1 | $214K | Sell |
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|
2024
Q4 | $226K | Buy |
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|
2024
Q3 | $222K | Buy |
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|
2024
Q2 | $172K | Hold |
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|
2024
Q1 | $189K | Hold |
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|
2023
Q4 | $157K | Sell |
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|
2023
Q3 | $154K | Hold |
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|
2023
Q2 | $154K | Hold |
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|
2023
Q1 | $133K | Hold |
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|
2022
Q4 | $115K | Hold |
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|
2022
Q3 | $96K | Hold |
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|
2022
Q2 | $97K | Buy |
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|
2022
Q1 | $16K | Hold |
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|
2021
Q4 | $18K | Hold |
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|
2021
Q3 | $15.7K | Hold |
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|
2021
Q2 | $17.2K | Hold |
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|
2021
Q1 | $17.7K | Hold |
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|
2020
Q4 | $15K | Hold |
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|
2020
Q3 | $11.3K | Hold |
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|
2020
Q2 | $10.3K | Hold |
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|
2020
Q1 | $7.26K | Hold |
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|
2019
Q4 | $11.5K | Hold |
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|
2019
Q3 | $10K | Hold |
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|
2019
Q2 | $9.52K | Buy |
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