Resurgent 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 | $274K | Sell |
393
-1
| -0.3% | -$698 | 0.15% | 152 |
|
|
2025
Q1 | $239K | Buy |
394
+16
| +4% | +$9.73K | 0.14% | 159 |
|
|
2024
Q4 | $240K | Hold |
378
| – | – | 0.14% | 155 |
|
|
2024
Q3 | $239K | Buy |
+378
| New | +$239K | 0.14% | 155 |
|
|
2024
Q1 | – | Sell |
-331
| Closed | -$152K | – | 397 |
|
|
2023
Q4 | $152K | Buy |
331
+90
| +37% | +$41.5K | 0.09% | 191 |
|
|
2023
Q3 | $93.9K | Sell |
241
-31
| -11% | -$12.1K | 0.06% | 232 |
|
|
2023
Q2 | $106K | Buy |
272
+75
| +38% | +$29.3K | 0.07% | 224 |
|
|
2023
Q1 | $66.2K | Buy |
+197
| New | +$66.2K | 0.04% | 289 |
|