Montag & Associates’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Sell |
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|
2025
Q1 | $11M | Sell |
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|
2024
Q4 | $11.9M | Sell |
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|
2024
Q3 | $12.1M | Buy |
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|
2024
Q2 | $9.57M | Sell |
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|
2024
Q1 | $11M | Sell |
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|
2023
Q4 | $9.1M | Sell |
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|
2023
Q3 | $7.8M | Sell |
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|
2023
Q2 | $7.84M | Sell |
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|
2023
Q1 | $7.07M | Buy |
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|
2022
Q4 | $6.06M | Sell |
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|
2022
Q3 | $6M | Sell |
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|
2022
Q2 | $6.58M | Sell |
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|
2022
Q1 | $7.86M | Sell |
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|
2021
Q4 | $10.5M | Buy |
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|
2021
Q3 | $6.1M | Sell |
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|
2021
Q2 | $7.81M | Buy |
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|
2021
Q1 | $7.89M | Buy |
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|
2020
Q4 | $203K | Buy |
|