Principle Wealth Partners’s Parker-Hannifin PH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.21M | Buy |
3,162
+278
| +10% | +$194K | 0.14% | 114 |
|
2025
Q1 | $1.75M | Hold |
2,884
| – | – | 0.13% | 125 |
|
2024
Q4 | $1.83M | Hold |
2,884
| – | – | 0.13% | 125 |
|
2024
Q3 | $1.82M | Hold |
2,884
| – | – | 0.13% | 127 |
|
2024
Q2 | $1.46M | Hold |
2,884
| – | – | 0.11% | 134 |
|
2024
Q1 | $1.6M | Hold |
2,884
| – | – | 0.13% | 133 |
|
2023
Q4 | $1.33M | Buy |
2,884
+95
| +3% | +$43.8K | 0.11% | 136 |
|
2023
Q3 | $1.09M | Hold |
2,789
| – | – | 0.11% | 139 |
|
2023
Q2 | $1.09M | Hold |
2,789
| – | – | 0.11% | 135 |
|
2023
Q1 | $937K | Hold |
2,789
| – | – | 0.1% | 141 |
|
2022
Q4 | $812K | Hold |
2,789
| – | – | 0.09% | 149 |
|
2022
Q3 | $676 | Buy |
2,789
+39
| +1% | +$9 | 0.06% | 156 |
|
2022
Q2 | $677K | Hold |
2,750
| – | – | 0.08% | 166 |
|
2022
Q1 | $780K | Hold |
2,750
| – | – | 0.08% | 160 |
|
2021
Q4 | $875K | Hold |
2,750
| – | – | 0.09% | 149 |
|
2021
Q3 | $769K | Hold |
2,750
| – | – | 0.09% | 153 |
|
2021
Q2 | $845K | Hold |
2,750
| – | – | 0.1% | 146 |
|
2021
Q1 | $867K | Hold |
2,750
| – | – | 0.1% | 136 |
|
2020
Q4 | $749K | Buy |
+2,750
| New | +$749K | 0.1% | 141 |
|