Robertson Stephens Wealth Management’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $793K | Sell |
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|
2025
Q2 | $743K | Sell |
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|
2025
Q1 | $721K | Buy |
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|
2024
Q4 | $725K | Sell |
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|
2024
Q3 | $730K | Buy |
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|
2024
Q2 | $580K | Buy |
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|
2024
Q1 | $593K | Buy |
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|
2023
Q4 | $491K | Buy |
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|
2023
Q3 | $410K | Hold |
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|
2023
Q2 | $411K | Buy |
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|
2023
Q1 | $354K | Buy |
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