Lake Street Advisors Group’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.12M | Sell |
3,328
-40
| -1% | -$25.4K | 0.1% | 130 |
|
|
2024
Q3 | $2.13M | Buy |
3,368
+235
| +8% | +$148K | 0.1% | 120 |
|
|
2024
Q2 | $1.58M | Sell |
3,133
-442
| -12% | -$224K | 0.08% | 158 |
|
|
2024
Q1 | $1.99M | Sell |
3,575
-316
| -8% | -$176K | 0.09% | 145 |
|
|
2023
Q4 | $1.79M | Buy |
+3,891
| New | +$1.79M | 0.09% | 149 |
|
|
2021
Q3 | – | Sell |
-1,180
| Closed | -$348K | – | 373 |
|
|
2021
Q2 | $348K | Buy |
1,180
+22
| +2% | +$6.49K | 0.03% | 218 |
|
|
2021
Q1 | $365K | Buy |
1,158
+6
| +0.5% | +$1.89K | 0.03% | 203 |
|
|
2020
Q4 | $314K | Buy |
1,152
+14
| +1% | +$3.82K | 0.03% | 216 |
|
|
2020
Q3 | $230K | Buy |
+1,138
| New | +$230K | 0.02% | 242 |
|
|
2018
Q2 | – | Sell |
-1,293
| Closed | -$221K | – | 350 |
|
|
2018
Q1 | $221K | Buy |
1,293
+49
| +4% | +$8.38K | 0.02% | 280 |
|
|
2017
Q4 | $248K | Buy |
+1,244
| New | +$248K | 0.03% | 274 |
|