PDS Planning’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 | $488K | Buy |
699
+75
| +12% | +$52.4K | 0.04% | 247 |
|
2025
Q1 | $379K | Buy |
624
+45
| +8% | +$27.4K | 0.03% | 269 |
|
2024
Q4 | $368K | Buy |
579
+2
| +0.3% | +$1.27K | 0.03% | 242 |
|
2024
Q3 | $365K | Buy |
577
+41
| +8% | +$25.9K | 0.03% | 253 |
|
2024
Q2 | $271K | Buy |
536
+6
| +1% | +$3.04K | 0.03% | 288 |
|
2024
Q1 | $295K | Buy |
530
+30
| +6% | +$16.7K | 0.03% | 267 |
|
2023
Q4 | $230K | Buy |
+500
| New | +$230K | 0.03% | 298 |
|