Lake Street Private Wealth’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 | $345K | Sell |
493
-53
| -10% | -$37K | 0.05% | 196 |
|
|
2025
Q1 | $332K | Hold |
546
| – | – | 0.05% | 189 |
|
|
2024
Q4 | $347K | Hold |
546
| – | – | 0.06% | 179 |
|
|
2024
Q3 | $345K | Sell |
546
-564
| -51% | -$356K | 0.06% | 200 |
|
|
2024
Q2 | $561K | Sell |
1,110
-23
| -2% | -$11.6K | 0.07% | 209 |
|
|
2024
Q1 | $629K | Buy |
1,133
+2
| +0.2% | +$1.11K | 0.09% | 199 |
|
|
2023
Q4 | $521K | Sell |
1,131
-47
| -4% | -$21.6K | 0.08% | 209 |
|
|
2023
Q3 | $462K | Buy |
1,178
+7
| +0.6% | +$2.75K | 0.08% | 193 |
|
|
2023
Q2 | $457K | Buy |
1,171
+24
| +2% | +$9.36K | 0.08% | 193 |
|
|
2023
Q1 | $386K | Buy |
1,147
+174
| +18% | +$58.5K | 0.07% | 204 |
|
|
2022
Q4 | $283K | Sell |
973
-46
| -5% | -$13.4K | 0.06% | 230 |
|
|
2022
Q3 | $247K | Sell |
1,019
-384
| -27% | -$93.1K | 0.06% | 235 |
|
|
2022
Q2 | $345K | Sell |
1,403
-269
| -16% | -$66.1K | 0.07% | 211 |
|
|
2022
Q1 | $474K | Sell |
1,672
-113
| -6% | -$32K | 0.09% | 187 |
|
|
2021
Q4 | $568K | Buy |
1,785
+1,043
| +141% | +$332K | 0.1% | 182 |
|
|
2021
Q3 | $207K | Buy |
742
+42
| +6% | +$11.7K | 0.05% | 215 |
|
|
2021
Q2 | $215K | Buy |
+700
| New | +$215K | 0.05% | 199 |
|