Modera Wealth Management’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 | $319K | Sell |
456
-70
| -13% | -$48.9K | ﹤0.01% | 525 |
|
|
2025
Q1 | $320K | Sell |
526
-5
| -0.9% | -$3.04K | ﹤0.01% | 503 |
|
|
2024
Q4 | $338K | Buy |
531
+75
| +16% | +$47.7K | ﹤0.01% | 493 |
|
|
2024
Q3 | $288K | Sell |
456
-28
| -6% | -$17.7K | ﹤0.01% | 496 |
|
|
2024
Q2 | $245K | Buy |
484
+54
| +13% | +$27.3K | ﹤0.01% | 506 |
|
|
2024
Q1 | $239K | Buy |
+430
| New | +$239K | ﹤0.01% | 518 |
|
|
2023
Q3 | – | Sell |
-534
| Closed | -$208K | – | 573 |
|
|
2023
Q2 | $208K | Buy |
+534
| New | +$208K | ﹤0.01% | 526 |
|
|
2022
Q1 | – | Sell |
-1,673
| Closed | -$532K | – | 530 |
|
|
2021
Q4 | $532K | Buy |
+1,673
| New | +$532K | 0.02% | 263 |
|