Monte Financial Group’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
$1.88M Hold
2,687
0.73% 42
2025
Q1
$1.51M Buy
2,687
+524
+24% +$294K 0.66% 41
2024
Q4
$1.38M Sell
2,163
-42
-2% -$26.7K 0.59% 45
2024
Q3
$1.39M Sell
2,205
-316
-13% -$200K 0.58% 43
2024
Q2
$1.27M Sell
2,521
-6
-0.2% -$3.03K 0.56% 48
2024
Q1
$1.4M Sell
2,527
-340
-12% -$189K 0.62% 38
2023
Q4
$1.32M Sell
2,867
-272
-9% -$125K 0.62% 40
2023
Q3
$1.22M Sell
3,139
-407
-11% -$159K 0.62% 37
2023
Q2
$1.38M Buy
3,546
+23
+0.7% +$8.97K 0.67% 35
2023
Q1
$1.18M Buy
3,523
+56
+2% +$18.8K 0.63% 37
2022
Q4
$1.01M Buy
3,467
+215
+7% +$62.6K 0.52% 38
2022
Q3
$788K Sell
3,252
-292
-8% -$70.8K 0.48% 38
2022
Q2
$872K Buy
3,544
+119
+3% +$29.3K 0.51% 37
2022
Q1
$972K Sell
3,425
-22
-0.6% -$6.24K 0.52% 37
2021
Q4
$1.1M Buy
3,447
+150
+5% +$47.7K 0.58% 36
2021
Q3
$922K Buy
3,297
+118
+4% +$33K 0.53% 42
2021
Q2
$976K Buy
3,179
+219
+7% +$67.2K 0.56% 40
2021
Q1
$934K Buy
2,960
+282
+11% +$89K 0.57% 40
2020
Q4
$730K Sell
2,678
-426
-14% -$116K 0.5% 47
2020
Q3
$628K Buy
3,104
+49
+2% +$9.91K 0.47% 49
2020
Q2
$560K Buy
3,055
+395
+15% +$72.4K 0.44% 48
2020
Q1
$345K Sell
2,660
-471
-15% -$61.1K 0.33% 57
2019
Q4
$644K Buy
3,131
+147
+5% +$30.2K 0.47% 46
2019
Q3
$539K Buy
2,984
+210
+8% +$37.9K 0.43% 47
2019
Q2
$472K Buy
2,774
+259
+10% +$44.1K 0.4% 50
2019
Q1
$432K Buy
2,515
+271
+12% +$46.6K 0.38% 47
2018
Q4
$335K Buy
2,244
+388
+21% +$57.9K 0.35% 47
2018
Q3
$341K Buy
1,856
+124
+7% +$22.8K 0.32% 51
2018
Q2
$270K Buy
1,732
+22
+1% +$3.43K 0.27% 61
2018
Q1
$292K Buy
+1,710
New +$292K 0.3% 58