Marcum 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
Q1 | $3.9M | Sell |
6,409
-62
| -1% | -$37.7K | 0.34% | 35 |
|
2024
Q4 | $4.12M | Sell |
6,471
-23
| -0.4% | -$14.6K | 0.36% | 33 |
|
2024
Q3 | $4.1M | Sell |
6,494
-42
| -0.6% | -$26.5K | 0.38% | 29 |
|
2024
Q2 | $3.31M | Buy |
6,536
+2,094
| +47% | +$1.06M | 0.33% | 33 |
|
2024
Q1 | $2.47M | Buy |
4,442
+10
| +0.2% | +$5.56K | 0.25% | 43 |
|
2023
Q4 | $2.04M | Sell |
4,432
-12
| -0.3% | -$5.53K | 0.22% | 52 |
|
2023
Q3 | $1.73M | Sell |
4,444
-11
| -0.2% | -$4.29K | 0.21% | 52 |
|
2023
Q2 | $1.74M | Sell |
4,455
-210
| -5% | -$81.9K | 0.2% | 52 |
|
2023
Q1 | $1.57M | Sell |
4,665
-157
| -3% | -$52.8K | 0.2% | 60 |
|
2022
Q4 | $1.4M | Buy |
4,822
+27
| +0.6% | +$7.86K | 0.19% | 62 |
|
2022
Q3 | $1.16M | Sell |
4,795
-6
| -0.1% | -$1.45K | 0.18% | 65 |
|
2022
Q2 | $1.18M | Buy |
4,801
+13
| +0.3% | +$3.2K | 0.18% | 71 |
|
2022
Q1 | $1.36M | Buy |
4,788
+3,326
| +227% | +$944K | 0.19% | 71 |
|
2021
Q4 | $465K | Sell |
1,462
-174
| -11% | -$55.3K | 0.06% | 180 |
|
2021
Q3 | $457K | Buy |
1,636
+50
| +3% | +$14K | 0.07% | 165 |
|
2021
Q2 | $487K | Sell |
1,586
-7
| -0.4% | -$2.15K | 0.08% | 153 |
|
2021
Q1 | $502K | Buy |
+1,593
| New | +$502K | 0.08% | 145 |
|