Mark Sheptoff Financial Planning’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 | $6.99K | Buy |
+10
| New | +$6.99K | ﹤0.01% | 369 |
|
|
2022
Q2 | – | Sell |
-31
| Closed | -$9K | – | 420 |
|
|
2022
Q1 | $9K | Hold |
31
| – | – | ﹤0.01% | 305 |
|
|
2021
Q4 | $10K | Hold |
31
| – | – | ﹤0.01% | 321 |
|
|
2021
Q3 | $9K | Hold |
31
| – | – | 0.01% | 313 |
|
|
2021
Q2 | $10K | Hold |
31
| – | – | 0.01% | 327 |
|
|
2021
Q1 | $10K | Hold |
31
| – | – | 0.01% | 288 |
|
|
2020
Q4 | $8K | Hold |
31
| – | – | ﹤0.01% | 282 |
|
|
2020
Q3 | $6K | Hold |
31
| – | – | ﹤0.01% | 261 |
|
|
2020
Q2 | $6K | Hold |
31
| – | – | ﹤0.01% | 289 |
|
|
2020
Q1 | $4K | Hold |
31
| – | – | ﹤0.01% | 286 |
|
|
2019
Q4 | $6K | Hold |
31
| – | – | ﹤0.01% | 310 |
|
|
2019
Q3 | $6K | Hold |
31
| – | – | ﹤0.01% | 299 |
|
|
2019
Q2 | $5K | Hold |
31
| – | – | ﹤0.01% | 293 |
|
|
2019
Q1 | $5K | Hold |
31
| – | – | ﹤0.01% | 299 |
|
|
2018
Q4 | $5K | Hold |
31
| – | – | ﹤0.01% | 281 |
|
|
2018
Q3 | $6K | Hold |
31
| – | – | ﹤0.01% | 319 |
|
|
2018
Q2 | $5K | Hold |
31
| – | – | ﹤0.01% | 320 |
|
|
2018
Q1 | $5K | Hold |
31
| – | – | ﹤0.01% | 330 |
|
|
2017
Q4 | $6K | Hold |
31
| – | – | ﹤0.01% | 315 |
|
|
2017
Q3 | $5K | Hold |
31
| – | – | ﹤0.01% | 322 |
|
|
2017
Q2 | $5K | Sell |
31
-1
| -3% | -$161 | ﹤0.01% | 308 |
|
|
2017
Q1 | $5K | Buy |
32
+1
| +3% | +$156 | ﹤0.01% | 308 |
|
|
2016
Q4 | $4K | Hold |
31
| – | – | ﹤0.01% | 306 |
|
|
2016
Q3 | $4K | Hold |
31
| – | – | ﹤0.01% | 306 |
|
|
2016
Q2 | $3K | Buy |
+31
| New | +$3K | ﹤0.01% | 309 |
|
|
2016
Q1 | – | Sell |
-6
| Closed | -$1K | – | 390 |
|
|
2015
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 363 |
|
|
2015
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 380 |
|
|
2015
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 368 |
|