Mount Yale Investment Advisors’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 | $754K | Buy |
1,080
+66
| +7% | +$46.1K | 0.06% | 265 |
|
|
2025
Q1 | $616K | Buy |
1,014
+26
| +3% | +$15.8K | 0.05% | 285 |
|
|
2024
Q4 | $629K | Buy |
+988
| New | +$629K | 0.05% | 306 |
|
|
2024
Q3 | – | Sell |
-990
| Closed | -$501K | – | 573 |
|
|
2024
Q2 | $501K | Buy |
990
+3
| +0.3% | +$1.52K | 0.04% | 344 |
|
|
2024
Q1 | $548K | Buy |
+987
| New | +$548K | 0.04% | 335 |
|
|
2018
Q2 | – | Sell |
-7
| Closed | -$1K | – | 983 |
|
|
2018
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 917 |
|