Optivise Advisory Services’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	$273K	Buy	391 +23	+6%	+$16.1K	0.14%	148
2025 Q1	$223K	Buy	+368	New	+$223K	0.13%	172
2024 Q4	–	Sell	-384	Closed	-$243K	–	187
2024 Q3	$243K	Sell	384 -110	-22%	-$69.6K	0.13%	144
2024 Q2	$250K	Buy	+494	New	+$250K	0.14%	144