Integrated Wealth Concepts’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 | $1.01M | Sell |
1,442
-226
| -14% | -$158K | 0.01% | 909 |
|
|
2025
Q1 | $1.01M | Buy |
1,668
+286
| +21% | +$174K | 0.01% | 825 |
|
|
2024
Q4 | $879K | Buy |
1,382
+27
| +2% | +$17.2K | 0.01% | 880 |
|
|
2024
Q3 | $856K | Sell |
1,355
-28
| -2% | -$17.7K | 0.01% | 868 |
|
|
2024
Q2 | $700K | Buy |
1,383
+268
| +24% | +$136K | 0.01% | 905 |
|
|
2024
Q1 | $620K | Buy |
1,115
+264
| +31% | +$147K | 0.01% | 953 |
|
|
2023
Q4 | $392K | Sell |
851
-151
| -15% | -$69.6K | 0.01% | 1110 |
|
|
2023
Q3 | $390K | Buy |
1,002
+371
| +59% | +$145K | 0.01% | 1096 |
|
|
2023
Q2 | $246K | Buy |
+631
| New | +$246K | ﹤0.01% | 1325 |
|