LA
Legacy Advisors’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-738
| Closed | -$449K | – | 303 |
|
|
2025
Q1 | $449K | Buy |
738
+71
| +11% | +$43.2K | 0.05% | 278 |
|
|
2024
Q4 | $424K | Buy |
667
+50
| +8% | +$31.8K | 0.04% | 269 |
|
|
2024
Q3 | $390K | Buy |
617
+198
| +47% | +$125K | 0.04% | 264 |
|
|
2024
Q2 | $212K | Buy |
419
+27
| +7% | +$13.7K | 0.03% | 314 |
|
|
2024
Q1 | $218K | Buy |
+392
| New | +$218K | 0.03% | 289 |
|
|
2019
Q3 | – | Sell |
-274
| Closed | -$47K | – | 273 |
|
|
2019
Q2 | $47K | Buy |
274
+150
| +121% | +$25.7K | 0.03% | 210 |
|
|
2019
Q1 | $21K | Buy |
+124
| New | +$21K | 0.01% | 276 |
|
|
2018
Q4 | – | Sell |
-124
| Closed | -$23K | – | 319 |
|
|
2018
Q3 | $23K | Hold |
124
| – | – | 0.01% | 289 |
|
|
2018
Q2 | $19K | Hold |
124
| – | – | 0.01% | 260 |
|
|
2018
Q1 | $21K | Hold |
124
| – | – | 0.02% | 213 |
|
|
2017
Q4 | $24K | Hold |
124
| – | – | 0.02% | 170 |
|
|
2017
Q3 | $21K | Buy |
+124
| New | +$21K | 0.02% | 158 |
|