IAA
Independent Advisor Alliance’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Buy |
17,294
+528
| +3% | +$369K | 0.35% | 44 |
|
|
2025
Q1 | $10.2M | Sell |
16,766
-1,315
| -7% | -$799K | 0.34% | 48 |
|
|
2024
Q4 | $11.5M | Buy |
18,081
+440
| +2% | +$280K | 0.15% | 149 |
|
|
2024
Q3 | $11.1M | Sell |
17,641
-1,121
| -6% | -$708K | 0.41% | 43 |
|
|
2024
Q2 | $9.49M | Buy |
18,762
+3,721
| +25% | +$1.88M | 0.33% | 55 |
|
|
2024
Q1 | $8.36M | Sell |
15,041
-1,193
| -7% | -$663K | 0.3% | 64 |
|
|
2023
Q4 | $7.48M | Buy |
16,234
+1,243
| +8% | +$573K | 0.27% | 68 |
|
|
2023
Q3 | $5.84M | Buy |
14,991
+125
| +0.8% | +$48.7K | 0.26% | 70 |
|
|
2023
Q2 | $5.8M | Buy |
14,866
+3,733
| +34% | +$1.46M | 0.26% | 73 |
|
|
2023
Q1 | $3.74M | Sell |
11,133
-213
| -2% | -$71.6K | 0.18% | 109 |
|
|
2022
Q4 | $3.3K | Sell |
11,346
-95
| -0.8% | -$28 | ﹤0.01% | 208 |
|
|
2022
Q3 | $2.77M | Sell |
11,441
-3,555
| -24% | -$861K | 0.16% | 121 |
|
|
2022
Q2 | $3.69M | Buy |
14,996
+1,296
| +9% | +$319K | 0.21% | 100 |
|
|
2022
Q1 | $3.89M | Sell |
13,700
-32
| -0.2% | -$9.08K | 0.19% | 107 |
|
|
2021
Q4 | $4.37M | Sell |
13,732
-192
| -1% | -$61.1K | 0.22% | 94 |
|
|
2021
Q3 | $3.89M | Sell |
13,924
-146
| -1% | -$40.8K | 0.22% | 98 |
|
|
2021
Q2 | $4.32M | Sell |
14,070
-299
| -2% | -$91.8K | 0.24% | 102 |
|
|
2021
Q1 | $4.53M | Sell |
14,369
-362
| -2% | -$114K | 0.27% | 93 |
|
|
2020
Q4 | $4.01M | Sell |
14,731
-28
| -0.2% | -$7.63K | 0.27% | 89 |
|
|
2020
Q3 | $2.99M | Buy |
14,759
+221
| +2% | +$44.7K | 0.23% | 96 |
|
|
2020
Q2 | $2.66M | Buy |
14,538
+572
| +4% | +$105K | 0.29% | 73 |
|
|
2020
Q1 | $1.81M | Sell |
13,966
-558
| -4% | -$72.4K | 0.26% | 79 |
|
|
2019
Q4 | $2.99M | Buy |
14,524
+208
| +1% | +$42.8K | 0.13% | 174 |
|
|
2019
Q3 | $2.59M | Buy |
14,316
+303
| +2% | +$54.7K | 0.32% | 74 |
|
|
2019
Q2 | $2.38M | Buy |
14,013
+455
| +3% | +$77.3K | 0.34% | 70 |
|
|
2019
Q1 | $2.33M | Buy |
13,558
+548
| +4% | +$94.1K | 0.33% | 72 |
|
|
2018
Q4 | $1.94M | Sell |
13,010
-1,459
| -10% | -$218K | 0.34% | 66 |
|
|
2018
Q3 | $2.68M | Buy |
14,469
+846
| +6% | +$156K | 0.48% | 44 |
|
|
2018
Q2 | $2.12M | Sell |
13,623
-23
| -0.2% | -$3.58K | 0.44% | 50 |
|
|
2018
Q1 | $2.27M | Buy |
13,646
+77
| +0.6% | +$12.8K | 0.51% | 44 |
|
|
2017
Q4 | $2.79M | Buy |
13,569
+779
| +6% | +$160K | 0.62% | 38 |
|
|
2017
Q3 | $2.27M | Buy |
12,790
+420
| +3% | +$74.5K | 0.62% | 38 |
|
|
2017
Q2 | $2.02M | Buy |
+12,370
| New | +$2.02M | 0.64% | 40 |
|