Perigon Wealth Management’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 | $731K | Buy |
1,047
+250
| +31% | +$175K | 0.02% | 569 |
|
|
2025
Q1 | $485K | Sell |
797
-8
| -1% | -$4.86K | 0.01% | 649 |
|
|
2024
Q4 | $530K | Buy |
805
+65
| +9% | +$42.8K | 0.01% | 623 |
|
|
2024
Q3 | $468K | Buy |
740
+27
| +4% | +$17.1K | 0.01% | 635 |
|
|
2024
Q2 | $361K | Buy |
713
+47
| +7% | +$23.8K | 0.01% | 625 |
|
|
2024
Q1 | $370K | Buy |
666
+131
| +24% | +$72.8K | 0.01% | 618 |
|
|
2023
Q4 | $247K | Buy |
+535
| New | +$247K | 0.01% | 726 |
|
|
2021
Q1 | – | Sell |
-274
| Closed | -$75K | – | 875 |
|
|
2020
Q4 | $75K | Buy |
+274
| New | +$75K | 0.01% | 614 |
|
|
2018
Q4 | – | Sell |
-1,237
| Closed | -$227K | – | 264 |
|
|
2018
Q3 | $227K | Buy |
+1,237
| New | +$227K | 0.06% | 222 |
|
|
2018
Q2 | – | Sell |
-1,236
| Closed | -$211K | – | 505 |
|
|
2018
Q1 | $211K | Buy |
1,236
+1,041
| +534% | +$178K | 0.08% | 159 |
|
|
2017
Q4 | $39K | Hold |
195
| – | – | 0.01% | 320 |
|
|
2017
Q3 | $34K | Hold |
195
| – | – | 0.01% | 389 |
|
|
2017
Q2 | $31K | Hold |
195
| – | – | 0.01% | 419 |
|
|
2017
Q1 | $31K | Hold |
195
| – | – | 0.01% | 433 |
|
|
2016
Q4 | $31K | Hold |
195
| – | – | 0.01% | 409 |
|
|
2016
Q3 | $24K | Hold |
195
| – | – | 0.01% | 379 |
|
|
2016
Q2 | $21K | Buy |
+195
| New | +$21K | 0.01% | 338 |
|