JSAM
J. Safra Asset Management’s Parker-Hannifin PH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $63.7K | Hold |
91
| – | – | ﹤0.01% | 171 |
|
2025
Q1 | $55.3K | Sell |
91
-83
| -48% | -$50.5K | ﹤0.01% | 163 |
|
2024
Q4 | $111K | Buy |
174
+83
| +91% | +$52.9K | 0.01% | 161 |
|
2024
Q3 | $57.6K | Hold |
91
| – | – | 0.01% | 152 |
|
2024
Q2 | $46K | Buy |
+91
| New | +$46K | ﹤0.01% | 145 |
|
2022
Q4 | – | Sell |
-12
| Closed | – | – | 121 |
|
2022
Q3 | $0 | Buy |
+12
| New | – | ﹤0.01% | 86 |
|
2022
Q2 | – | Sell |
-67
| Closed | – | – | 115 |
|
2022
Q1 | $0 | Buy |
+67
| New | – | ﹤0.01% | 117 |
|