J.W. Cole Advisors’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 | $3.53M | Buy |
5,048
+1,371
| +37% | +$958K | 0.08% | 253 |
|
|
2025
Q1 | $2.24M | Buy |
3,677
+1,230
| +50% | +$748K | 0.07% | 289 |
|
|
2024
Q4 | $1.56M | Buy |
2,447
+58
| +2% | +$36.9K | 0.06% | 301 |
|
|
2024
Q3 | $1.51M | Buy |
2,389
+116
| +5% | +$73.3K | 0.06% | 303 |
|
|
2024
Q2 | $1.15M | Buy |
2,273
+143
| +7% | +$72.3K | 0.05% | 326 |
|
|
2024
Q1 | $1.18M | Buy |
2,130
+129
| +6% | +$71.6K | 0.06% | 312 |
|
|
2023
Q4 | $922K | Buy |
2,001
+602
| +43% | +$277K | 0.05% | 315 |
|
|
2023
Q3 | $545K | Buy |
1,399
+29
| +2% | +$11.3K | 0.04% | 394 |
|
|
2023
Q2 | $534K | Sell |
1,370
-16
| -1% | -$6.24K | 0.04% | 409 |
|
|
2023
Q1 | $466K | Buy |
1,386
+28
| +2% | +$9.41K | 0.03% | 465 |
|
|
2022
Q4 | $395K | Hold |
1,358
| – | – | 0.03% | 473 |
|
|
2022
Q3 | $329K | Buy |
1,358
+83
| +7% | +$20.1K | 0.03% | 506 |
|
|
2022
Q2 | $314K | Buy |
1,275
+73
| +6% | +$18K | 0.03% | 537 |
|
|
2022
Q1 | $341K | Sell |
1,202
-9
| -0.7% | -$2.55K | 0.02% | 575 |
|
|
2021
Q4 | $385K | Sell |
1,211
-33
| -3% | -$10.5K | 0.03% | 562 |
|
|
2021
Q3 | $348K | Buy |
1,244
+144
| +13% | +$40.3K | 0.02% | 323 |
|
|
2021
Q2 | $338K | Hold |
1,100
| – | – | 0.03% | 547 |
|
|
2021
Q1 | $347K | Buy |
1,100
+17
| +2% | +$5.36K | 0.03% | 476 |
|
|
2020
Q4 | $295K | Sell |
1,083
-385
| -26% | -$105K | 0.03% | 483 |
|
|
2020
Q3 | $297K | Buy |
+1,468
| New | +$297K | 0.02% | 550 |
|
|
2020
Q1 | – | Sell |
-1,158
| Closed | -$238K | – | 389 |
|
|
2019
Q4 | $238K | Buy |
+1,158
| New | +$238K | 0.03% | 480 |
|