MGIA
Moneta Group Investment Advisors’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Buy |
564
+84
| +18% | +$58.7K | ﹤0.01% | 500 |
|
|
2025
Q1 | $292K | Buy |
480
+4
| +0.8% | +$2.43K | ﹤0.01% | 531 |
|
|
2024
Q4 | $303K | Buy |
476
+115
| +32% | +$73.1K | ﹤0.01% | 531 |
|
|
2024
Q3 | $228K | Sell |
361
-78
| -18% | -$49.3K | ﹤0.01% | 592 |
|
|
2024
Q2 | $222K | Buy |
439
+6
| +1% | +$3.04K | ﹤0.01% | 557 |
|
|
2024
Q1 | $241K | Buy |
+433
| New | +$241K | ﹤0.01% | 537 |
|
|
2015
Q2 | – | Sell |
-2,000
| Closed | -$238K | – | 149 |
|
|
2015
Q1 | $238K | Hold |
2,000
| – | – | 0.1% | 128 |
|
|
2014
Q4 | $258K | Hold |
2,000
| – | – | 0.12% | 122 |
|
|
2014
Q3 | $228K | Hold |
2,000
| – | – | 0.12% | 126 |
|
|
2014
Q2 | $251K | Hold |
2,000
| – | – | 0.14% | 117 |
|
|
2014
Q1 | $239K | Hold |
2,000
| – | – | 0.14% | 106 |
|
|
2013
Q4 | $257K | Hold |
2,000
| – | – | 0.15% | 106 |
|
|
2013
Q3 | $217K | Buy |
+2,000
| New | +$217K | 0.14% | 108 |
|