Roberts Capital 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 | $2.02M | Hold |
2,891
| – | – | 1.49% | 16 |
|
|
2025
Q1 | $1.76M | Hold |
2,891
| – | – | 1.54% | 14 |
|
|
2024
Q4 | $1.84M | Hold |
2,891
| – | – | 1.54% | 14 |
|
|
2024
Q3 | $1.83M | Hold |
2,891
| – | – | 1.56% | 12 |
|
|
2024
Q2 | $1.61M | Hold |
2,891
| – | – | 1.54% | 13 |
|
|
2024
Q1 | $1.61M | Buy |
+2,891
| New | +$1.61M | 1.54% | 13 |
|
|
2022
Q3 | $751K | Hold |
3,100
| – | – | 1.09% | 21 |
|
|
2022
Q2 | $763K | Hold |
3,100
| – | – | 1.05% | 25 |
|
|
2022
Q1 | $880K | Hold |
3,100
| – | – | 0.91% | 27 |
|
|
2021
Q4 | $986K | Buy |
+3,100
| New | +$986K | 0.92% | 30 |
|