NewEdge Wealth’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 | $8.61M | Sell |
11,869
-223
| -2% | -$162K | 0.13% | 129 |
|
|
2025
Q1 | $7.35M | Buy |
12,092
+72
| +0.6% | +$43.8K | 0.13% | 134 |
|
|
2024
Q4 | $7.65M | Buy |
12,020
+1,086
| +10% | +$691K | 0.13% | 138 |
|
|
2024
Q3 | $6.91M | Buy |
10,934
+2,341
| +27% | +$1.48M | 0.12% | 147 |
|
|
2024
Q2 | $4.35M | Sell |
8,593
-362
| -4% | -$183K | 0.09% | 185 |
|
|
2024
Q1 | $4.75M | Buy |
8,955
+4,167
| +87% | +$2.21M | 0.11% | 172 |
|
|
2023
Q4 | $2.21M | Sell |
4,788
-119
| -2% | -$54.8K | 0.06% | 280 |
|
|
2023
Q3 | $1.91M | Sell |
4,907
-2,359
| -32% | -$919K | 0.06% | 265 |
|
|
2023
Q2 | $2.83M | Buy |
7,266
+4,939
| +212% | +$1.93M | 0.09% | 199 |
|
|
2023
Q1 | $782K | Sell |
2,327
-870
| -27% | -$292K | 0.03% | 350 |
|
|
2022
Q4 | $930K | Buy |
3,197
+1,310
| +69% | +$381K | 0.04% | 297 |
|
|
2022
Q3 | $457K | Sell |
1,887
-638
| -25% | -$155K | 0.02% | 365 |
|
|
2022
Q2 | $621K | Buy |
+2,525
| New | +$621K | 0.03% | 356 |
|
|
2022
Q1 | – | Sell |
-19,143
| Closed | -$6.09M | – | 435 |
|
|
2021
Q4 | $6.09M | Sell |
19,143
-7,199
| -27% | -$2.29M | 0.26% | 98 |
|
|
2021
Q3 | $7.37M | Buy |
26,342
+1,399
| +6% | +$391K | 0.44% | 61 |
|
|
2021
Q2 | $7.66M | Buy |
24,943
+1,456
| +6% | +$447K | 0.59% | 54 |
|
|
2021
Q1 | $7.41M | Buy |
23,487
+16,645
| +243% | +$5.25M | 0.74% | 38 |
|
|
2020
Q4 | $1.86M | Buy |
+6,842
| New | +$1.86M | 0.57% | 49 |
|