JFS Wealth 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 | $113K | Sell |
162
-18
| -10% | -$12.6K | 0.01% | 358 |
|
|
2025
Q1 | $109K | Buy |
180
+5
| +3% | +$3.04K | 0.01% | 361 |
|
|
2024
Q4 | $111K | Hold |
175
| – | – | 0.01% | 351 |
|
|
2024
Q3 | $110K | Sell |
175
-2
| -1% | -$1.26K | 0.01% | 353 |
|
|
2024
Q2 | $89.5K | Sell |
177
-1
| -0.6% | -$505 | 0.01% | 323 |
|
|
2024
Q1 | $98.8K | Buy |
178
+12
| +7% | +$6.66K | 0.01% | 314 |
|
|
2023
Q4 | $76.5K | Buy |
166
+38
| +30% | +$17.5K | 0.01% | 349 |
|
|
2023
Q3 | $49.9K | Buy |
128
+68
| +113% | +$26.5K | ﹤0.01% | 378 |
|
|
2023
Q2 | $23.4K | Sell |
60
-6
| -9% | -$2.34K | ﹤0.01% | 509 |
|
|
2023
Q1 | $22.2K | Sell |
66
-5
| -7% | -$1.68K | ﹤0.01% | 508 |
|
|
2022
Q4 | $20.7K | Hold |
71
| – | – | ﹤0.01% | 530 |
|
|
2022
Q3 | $17K | Sell |
71
-16
| -18% | -$3.83K | ﹤0.01% | 611 |
|
|
2022
Q2 | $21K | Buy |
87
+28
| +47% | +$6.76K | ﹤0.01% | 577 |
|
|
2022
Q1 | $17K | Sell |
59
-52
| -47% | -$15K | ﹤0.01% | 646 |
|
|
2021
Q4 | $35K | Hold |
111
| – | – | ﹤0.01% | 480 |
|
|
2021
Q3 | $31K | Buy |
+111
| New | +$31K | ﹤0.01% | 479 |
|
|
2015
Q3 | – | Sell |
-7
| Closed | -$1K | – | 547 |
|
|
2015
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 490 |
|
|
2015
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 491 |
|
|
2014
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 505 |
|
|
2014
Q3 | $1K | Sell |
7
-2
| -22% | -$286 | ﹤0.01% | 461 |
|
|
2014
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 455 |
|