Rise 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 | $56K | Buy |
80
+4
| +5% | +$2.8K | 0.02% | 220 |
|
|
2025
Q1 | $46.2K | Buy |
76
+6
| +9% | +$3.65K | 0.02% | 239 |
|
|
2024
Q4 | $44.4K | Buy |
70
+1
| +1% | +$634 | 0.02% | 260 |
|
|
2024
Q3 | $43.4K | Buy |
69
+1
| +1% | +$628 | 0.02% | 268 |
|
|
2024
Q2 | $34.6K | Hold |
68
| – | – | 0.02% | 319 |
|
|
2024
Q1 | $37.9K | Buy |
+68
| New | +$37.9K | 0.02% | 297 |
|
|
2023
Q2 | – | Sell |
-21
| Closed | -$6.97K | – | 769 |
|
|
2023
Q1 | $6.97K | Hold |
21
| – | – | 0.01% | 412 |
|
|
2022
Q4 | $6.02K | Hold |
21
| – | – | ﹤0.01% | 424 |
|
|
2022
Q3 | $5K | Buy |
21
+1
| +5% | +$238 | ﹤0.01% | 440 |
|
|
2022
Q2 | $5K | Hold |
20
| – | – | 0.01% | 444 |
|
|
2022
Q1 | $6K | Sell |
20
-3
| -13% | -$900 | 0.01% | 399 |
|
|
2021
Q4 | $7.41K | Buy |
+23
| New | +$7.41K | 0.01% | 357 |
|