Perfromance Wealth Partners’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 | $4.4M | Sell |
6,297
-380
| -6% | -$265K | 0.14% | 30 |
|
|
2025
Q1 | $4.06M | Sell |
6,677
-1,050
| -14% | -$638K | 0.15% | 29 |
|
|
2024
Q4 | $4.91M | Buy |
7,727
+10
| +0.1% | +$6.36K | 0.16% | 28 |
|
|
2024
Q3 | $4.88M | Buy |
7,717
+24
| +0.3% | +$15.2K | 0.17% | 27 |
|
|
2024
Q2 | $3.89M | Hold |
7,693
| – | – | 0.14% | 26 |
|
|
2024
Q1 | $4.28M | Buy |
7,693
+66
| +0.9% | +$36.7K | 0.18% | 36 |
|
|
2023
Q4 | $3.51M | Sell |
7,627
-179
| -2% | -$82.5K | 0.15% | 46 |
|
|
2023
Q3 | $3.04M | Hold |
7,806
| – | – | 0.15% | 51 |
|
|
2023
Q2 | $2.99M | Buy |
7,806
+1,385
| +22% | +$530K | 0.14% | 52 |
|
|
2023
Q1 | $2.16M | Hold |
6,421
| – | – | 0.11% | 58 |
|
|
2022
Q4 | $1.87M | Sell |
6,421
-575
| -8% | -$167K | 0.11% | 54 |
|
|
2022
Q3 | $1.7M | Buy |
6,996
+200
| +3% | +$48.5K | 0.1% | 51 |
|
|
2022
Q2 | $1.67M | Sell |
6,796
-25
| -0.4% | -$6.15K | 0.09% | 55 |
|
|
2022
Q1 | $1.94M | Hold |
6,821
| – | – | 0.08% | 57 |
|
|
2021
Q4 | $2.17M | Buy |
+6,821
| New | +$2.17M | 0.09% | 57 |
|