J.P. Morgan Private Wealth Advisors’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $113M | Buy |
290,380
+668
| +0.2% | +$260K | 0.32% | 78 |
|
|
2023
Q2 | $113M | Sell |
289,712
-52,766
| -15% | -$20.6M | 0.59% | 40 |
|
|
2023
Q1 | $115M | Buy |
342,478
+6,652
| +2% | +$2.24M | 0.24% | 95 |
|
|
2022
Q4 | $97.7M | Buy |
335,826
+44,740
| +15% | +$13M | 0.22% | 111 |
|
|
2022
Q3 | $70.5M | Sell |
291,086
-7,494
| -3% | -$1.82M | 0.18% | 126 |
|
|
2022
Q2 | $73.5M | Sell |
298,580
-1,776
| -0.6% | -$437K | 0.19% | 128 |
|
|
2022
Q1 | $85.2M | Buy |
300,356
+32,965
| +12% | +$9.35M | 0.18% | 130 |
|
|
2021
Q4 | $85.1M | Buy |
267,391
+27,563
| +11% | +$8.77M | 0.18% | 128 |
|
|
2021
Q3 | $67.1M | Buy |
239,828
+34,296
| +17% | +$9.59M | 0.16% | 149 |
|
|
2021
Q2 | $63.1M | Buy |
205,532
+20,096
| +11% | +$6.17M | 0.16% | 144 |
|
|
2021
Q1 | $58.5M | Buy |
185,436
+54,411
| +42% | +$17.2M | 0.19% | 125 |
|
|
2020
Q4 | $35.7M | Buy |
131,025
+118,226
| +924% | +$32.2M | 0.12% | 185 |
|
|
2020
Q3 | $2.59M | Buy |
12,799
+324
| +3% | +$65.6K | 0.01% | 581 |
|
|
2020
Q2 | $2.29M | Sell |
12,475
-19,576
| -61% | -$3.59M | 0.01% | 547 |
|
|
2020
Q1 | $4.16M | Buy |
32,051
+2,281
| +8% | +$296K | 0.02% | 382 |
|
|
2019
Q4 | $6.13M | Buy |
29,770
+3,879
| +15% | +$798K | 0.03% | 386 |
|
|
2019
Q3 | $4.68M | Buy |
25,891
+9,685
| +60% | +$1.75M | 0.02% | 415 |
|
|
2019
Q2 | $2.76M | Sell |
16,206
-1,656
| -9% | -$282K | 0.02% | 519 |
|
|
2019
Q1 | $3.07M | Buy |
17,862
+4,239
| +31% | +$727K | 0.02% | 526 |
|
|
2018
Q4 | $2.03M | Buy |
13,623
+9,321
| +217% | +$1.39M | 0.01% | 566 |
|
|
2018
Q3 | $791K | Buy |
4,302
+480
| +13% | +$88.3K | ﹤0.01% | 907 |
|
|
2018
Q2 | $596K | Sell |
3,822
-637
| -14% | -$99.3K | ﹤0.01% | 952 |
|
|
2018
Q1 | $762K | Buy |
4,459
+2,233
| +100% | +$382K | 0.01% | 722 |
|
|
2017
Q4 | $445K | Buy |
2,226
+218
| +11% | +$43.6K | ﹤0.01% | 909 |
|
|
2017
Q3 | $352K | Sell |
2,008
-874
| -30% | -$153K | ﹤0.01% | 973 |
|
|
2017
Q2 | $460K | Buy |
2,882
+210
| +8% | +$33.5K | ﹤0.01% | 864 |
|
|
2017
Q1 | $428K | Sell |
2,672
-2,391
| -47% | -$383K | ﹤0.01% | 919 |
|
|
2016
Q4 | $709K | Sell |
5,063
-4,628
| -48% | -$648K | 0.01% | 699 |
|
|
2016
Q3 | $1.22M | Buy |
9,691
+350
| +4% | +$43.9K | 0.01% | 545 |
|
|
2016
Q2 | $1.01M | Buy |
9,341
+602
| +7% | +$65.1K | 0.01% | 595 |
|
|
2016
Q1 | $971K | Buy |
8,739
+2,538
| +41% | +$282K | 0.01% | 562 |
|
|
2015
Q4 | $601K | Sell |
6,201
-1,182
| -16% | -$115K | 0.01% | 632 |
|
|
2015
Q3 | $718K | Sell |
7,383
-3,708
| -33% | -$361K | 0.01% | 539 |
|
|
2015
Q2 | $1.29M | Sell |
11,091
-719
| -6% | -$83.6K | 0.01% | 452 |
|
|
2015
Q1 | $1.4M | Sell |
11,810
-1,240
| -10% | -$147K | 0.02% | 451 |
|
|
2014
Q4 | $1.68M | Buy |
13,050
+3,497
| +37% | +$451K | 0.02% | 415 |
|
|
2014
Q3 | $1.09M | Buy |
9,553
+95
| +1% | +$10.8K | 0.01% | 493 |
|
|
2014
Q2 | $1.19M | Buy |
9,458
+1,840
| +24% | +$231K | 0.02% | 379 |
|
|
2014
Q1 | $912K | Buy |
7,618
+5,377
| +240% | +$644K | 0.02% | 418 |
|
|
2013
Q4 | $288K | Buy |
2,241
+298
| +15% | +$38.3K | 0.01% | 539 |
|
|
2013
Q3 | $211K | Buy |
+1,943
| New | +$211K | ﹤0.01% | 589 |
|