LPT
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Legacy Private Trust’s Parker-Hannifin PH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.67M Sell
5,257
-564
-10% -$394K 0.24% 79
2025
Q1
$3.54M Sell
5,821
-98
-2% -$59.6K 0.24% 79
2024
Q4
$3.76M Buy
5,919
+1,033
+21% +$657K 0.25% 81
2024
Q3
$3.09M Buy
+4,886
New +$3.09M 0.21% 88