Kestra Private Wealth Services’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
$10.7M Buy
15,291
+4,044
+36% +$2.82M 0.15% 150
2025
Q1
$6.84M Buy
11,247
+3,265
+41% +$1.98M 0.11% 204
2024
Q4
$5.08M Buy
7,982
+1,148
+17% +$730K 0.09% 240
2024
Q3
$4.32M Buy
6,834
+1,969
+40% +$1.24M 0.08% 260
2024
Q2
$2.46M Buy
4,865
+663
+16% +$335K 0.05% 343
2024
Q1
$2.34M Sell
4,202
-163
-4% -$90.6K 0.05% 336
2023
Q4
$2.01M Sell
4,365
-191
-4% -$88K 0.05% 347
2023
Q3
$1.77M Buy
4,556
+204
+5% +$79.5K 0.06% 325
2023
Q2
$1.7M Buy
4,352
+944
+28% +$368K 0.06% 328
2023
Q1
$1.15M Buy
3,408
+449
+15% +$151K 0.05% 382
2022
Q4
$861K Sell
2,959
-14
-0.5% -$4.07K 0.04% 398
2022
Q3
$720K Buy
2,973
+27
+0.9% +$6.54K 0.04% 403
2022
Q2
$725K Buy
2,946
+24
+0.8% +$5.91K 0.04% 403
2022
Q1
$829K Sell
2,922
-1,547
-35% -$439K 0.04% 421
2021
Q4
$1.42M Buy
4,469
+2,074
+87% +$660K 0.07% 302
2021
Q3
$670K Buy
2,395
+55
+2% +$15.4K 0.04% 465
2021
Q2
$719K Buy
2,340
+545
+30% +$167K 0.04% 421
2021
Q1
$566K Buy
1,795
+715
+66% +$225K 0.04% 425
2020
Q4
$292K Buy
+1,080
New +$292K 0.02% 571