OIA
OneDigital Investment Advisors’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $973K | Sell |
1,393
-77
| -5% | -$53.8K | 0.01% | 646 |
|
|
2025
Q1 | $894K | Sell |
1,470
-6,571
| -82% | -$3.99M | 0.01% | 642 |
|
|
2024
Q4 | $5.11M | Sell |
8,041
-59
| -0.7% | -$37.5K | 0.06% | 237 |
|
|
2024
Q3 | $5.12M | Sell |
8,100
-3,974
| -33% | -$2.51M | 0.06% | 245 |
|
|
2024
Q2 | $6.11M | Sell |
12,074
-2,609
| -18% | -$1.32M | 0.08% | 203 |
|
|
2024
Q1 | $8.16M | Buy |
14,683
+1,800
| +14% | +$1M | 0.13% | 150 |
|
|
2023
Q4 | $5.94M | Buy |
12,883
+4,900
| +61% | +$2.26M | 0.1% | 163 |
|
|
2023
Q3 | $3.11M | Buy |
7,983
+1,799
| +29% | +$701K | 0.07% | 211 |
|
|
2023
Q2 | $2.41M | Buy |
6,184
+4,370
| +241% | +$1.7M | 0.05% | 246 |
|
|
2023
Q1 | $610K | Sell |
1,814
-591
| -25% | -$199K | 0.01% | 549 |
|
|
2022
Q4 | $700K | Buy |
2,405
+42
| +2% | +$12.2K | 0.02% | 437 |
|
|
2022
Q3 | $573K | Buy |
2,363
+1,117
| +90% | +$271K | 0.02% | 423 |
|
|
2022
Q2 | $307K | Sell |
1,246
-22
| -2% | -$5.42K | 0.01% | 552 |
|
|
2022
Q1 | $360K | Buy |
1,268
+132
| +12% | +$37.5K | 0.01% | 537 |
|
|
2021
Q4 | $361K | Buy |
1,136
+20
| +2% | +$6.36K | 0.01% | 530 |
|
|
2021
Q3 | $312K | Sell |
1,116
-694
| -38% | -$194K | 0.01% | 556 |
|
|
2021
Q2 | $556K | Sell |
1,810
-79
| -4% | -$24.3K | 0.02% | 379 |
|
|
2021
Q1 | $596K | Buy |
1,889
+617
| +49% | +$195K | 0.03% | 343 |
|
|
2020
Q4 | $347K | Sell |
1,272
-1
| -0.1% | -$273 | 0.02% | 443 |
|
|
2020
Q3 | $258K | Buy |
1,273
+145
| +13% | +$29.4K | 0.02% | 468 |
|
|
2020
Q2 | $207K | Buy |
+1,128
| New | +$207K | 0.01% | 529 |
|
|
2020
Q1 | – | Sell |
-1,263
| Closed | -$260K | – | 567 |
|
|
2019
Q4 | $260K | Buy |
1,263
+1
| +0.1% | +$206 | 0.02% | 441 |
|
|
2019
Q3 | $228K | Buy |
1,262
+230
| +22% | +$41.6K | 0.02% | 457 |
|
|
2019
Q2 | $175K | Hold |
1,032
| – | – | 0.01% | 409 |
|
|
2019
Q1 | $177K | Sell |
1,032
-1,601
| -61% | -$275K | 0.03% | 294 |
|
|
2018
Q4 | $393K | Buy |
2,633
+1,660
| +171% | +$248K | 0.07% | 187 |
|
|
2018
Q3 | $178K | Hold |
973
| – | – | 0.04% | 195 |
|
|
2018
Q2 | $152K | Sell |
973
-1,021
| -51% | -$159K | 0.03% | 263 |
|
|
2018
Q1 | $341K | Sell |
1,994
-233
| -10% | -$39.8K | 0.07% | 168 |
|
|
2017
Q4 | $444K | Buy |
2,227
+2,121
| +2,001% | +$423K | 0.05% | 142 |
|
|
2017
Q3 | $19K | Sell |
106
-121
| -53% | -$21.7K | 0.01% | 666 |
|
|
2017
Q2 | $36K | Buy |
+227
| New | +$36K | 0.01% | 564 |
|