Pinnacle Wealth Planning 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 | $1.29M | Buy |
1,842
+212
| +13% | +$148K | 0.17% | 79 |
|
|
2025
Q1 | $991K | Buy |
1,630
+20
| +1% | +$12.2K | 0.15% | 86 |
|
|
2024
Q4 | $1.02M | Sell |
1,610
-275
| -15% | -$175K | 0.15% | 78 |
|
|
2024
Q3 | $1.19M | Sell |
1,885
-42
| -2% | -$26.5K | 0.16% | 84 |
|
|
2024
Q2 | $975K | Buy |
1,927
+453
| +31% | +$229K | 0.14% | 94 |
|
|
2024
Q1 | $819K | Buy |
1,474
+10
| +0.7% | +$5.56K | 0.12% | 114 |
|
|
2023
Q4 | $674K | Sell |
1,464
-33
| -2% | -$15.2K | 0.11% | 124 |
|
|
2023
Q3 | $583K | Buy |
1,497
+359
| +32% | +$140K | 0.1% | 137 |
|
|
2023
Q2 | $444K | Sell |
1,138
-5
| -0.4% | -$1.95K | 0.07% | 185 |
|
|
2023
Q1 | $384K | Buy |
1,143
+3
| +0.3% | +$1.01K | 0.06% | 221 |
|
|
2022
Q4 | $332K | Buy |
1,140
+8
| +0.7% | +$2.33K | 0.06% | 242 |
|
|
2022
Q3 | $275K | Buy |
1,132
+23
| +2% | +$5.59K | 0.05% | 256 |
|
|
2022
Q2 | $273K | Buy |
1,109
+172
| +18% | +$42.3K | 0.05% | 264 |
|
|
2022
Q1 | $266K | Buy |
937
+2
| +0.2% | +$568 | 0.05% | 296 |
|
|
2021
Q4 | $297K | Sell |
935
-29
| -3% | -$9.21K | 0.06% | 260 |
|
|
2021
Q3 | $270K | Buy |
964
+2
| +0.2% | +$560 | 0.06% | 258 |
|
|
2021
Q2 | $295K | Buy |
962
+1
| +0.1% | +$307 | 0.07% | 226 |
|
|
2021
Q1 | $303K | Buy |
961
+3
| +0.3% | +$946 | 0.08% | 214 |
|
|
2020
Q4 | $261K | Buy |
+958
| New | +$261K | 0.06% | 222 |
|