Morningstar Investment 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
Q1 | – | Sell |
-1,353
| Closed | -$861K | – | 182 |
|
2024
Q4 | $861K | Hold |
1,353
| – | – | 0.07% | 87 |
|
2024
Q3 | $871K | Buy |
+1,353
| New | +$871K | 0.09% | 101 |
|
2023
Q4 | – | Sell |
-1,193
| Closed | -$465K | – | 209 |
|
2023
Q3 | $465K | Hold |
1,193
| – | – | 0.06% | 102 |
|
2023
Q2 | $465K | Buy |
+1,193
| New | +$465K | 0.06% | 104 |
|