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