Plante Moran Financial Advisors’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
$326K Buy
467
+71
+18% +$49.6K 0.02% 119
2025
Q1
$241K Buy
396
+4
+1% +$2.43K 0.02% 151
2024
Q4
$249K Hold
392
0.02% 150
2024
Q3
$248K Sell
392
-6
-2% -$3.79K 0.02% 156
2024
Q2
$201K Buy
398
+6
+2% +$3.04K 0.02% 175
2024
Q1
$218K Buy
392
+4
+1% +$2.22K 0.02% 163
2023
Q4
$179K Sell
388
-2
-0.5% -$921 0.02% 182
2023
Q3
$152K Buy
390
+5
+1% +$1.95K 0.02% 180
2023
Q2
$150K Sell
385
-100
-21% -$39K 0.02% 191
2023
Q1
$163K Buy
485
+100
+26% +$33.6K 0.02% 165
2022
Q4
$112K Sell
385
-101
-21% -$29.4K 0.02% 218
2022
Q3
$118K Sell
486
-59
-11% -$14.3K 0.02% 192
2022
Q2
$134K Buy
545
+16
+3% +$3.93K 0.02% 187
2022
Q1
$150K Sell
529
-113
-18% -$32K 0.03% 189
2021
Q4
$204K Buy
642
+59
+10% +$18.7K 0.03% 178
2021
Q3
$163K Hold
583
0.04% 214
2021
Q2
$179K Sell
583
-21
-3% -$6.45K 0.04% 188
2021
Q1
$191K Sell
604
-189
-24% -$59.8K 0.05% 179
2020
Q4
$216K Buy
793
+4
+0.5% +$1.09K 0.07% 154
2020
Q3
$160K Buy
789
+154
+24% +$31.2K 0.06% 183
2020
Q2
$116K Buy
635
+2
+0.3% +$365 0.05% 193
2020
Q1
$82K Sell
633
-29
-4% -$3.76K 0.04% 210
2019
Q4
$136K Sell
662
-18
-3% -$3.7K 0.05% 202
2019
Q3
$123K Sell
680
-5
-0.7% -$904 0.04% 218
2019
Q2
$116K Sell
685
-6
-0.9% -$1.02K 0.04% 205
2019
Q1
$119K Buy
691
+12
+2% +$2.07K 0.04% 201
2018
Q4
$101K Buy
679
+616
+978% +$91.6K 0.04% 205
2018
Q3
$12K Sell
63
-13
-17% -$2.48K ﹤0.01% 479
2018
Q2
$12K Buy
76
+4
+6% +$632 0.01% 525
2018
Q1
$12K Buy
72
+4
+6% +$667 0.01% 576
2017
Q4
$14K Buy
68
+7
+11% +$1.44K 0.01% 549
2017
Q3
$11K Buy
61
+28
+85% +$5.05K 0.01% 531
2017
Q2
$5K Hold
33
﹤0.01% 668
2017
Q1
$5K Hold
33
﹤0.01% 703
2016
Q4
$5K Hold
33
﹤0.01% 720
2016
Q3
$4K Hold
33
﹤0.01% 745
2016
Q2
$4K Hold
33
﹤0.01% 685
2016
Q1
$4K Sell
33
-193
-85% -$23.4K ﹤0.01% 627
2015
Q4
$22K Buy
226
+193
+585% +$18.8K 0.02% 432
2015
Q3
$3K Sell
33
-12
-27% -$1.09K ﹤0.01% 644
2015
Q2
$5K Hold
45
﹤0.01% 624
2015
Q1
$5K Hold
45
﹤0.01% 618
2014
Q4
$6K Hold
45
﹤0.01% 629
2014
Q3
$5K Sell
45
-35
-44% -$3.89K ﹤0.01% 677
2014
Q2
$10K Buy
80
+12
+18% +$1.5K 0.01% 539
2014
Q1
$8K Hold
68
0.01% 409
2013
Q4
$9K Hold
68
0.01% 473
2013
Q3
$7K Hold
68
﹤0.01% 445
2013
Q2
$6K Buy
+68
New +$6K ﹤0.01% 428