Sage Mountain Advisors’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Buy |
636
+101
| +19% | +$70.5K | 0.03% | 261 |
|
|
2025
Q1 | $325K | Sell |
535
-23
| -4% | -$14K | 0.02% | 286 |
|
|
2024
Q4 | $355K | Sell |
558
-169
| -23% | -$107K | 0.03% | 261 |
|
|
2024
Q3 | $459K | Buy |
727
+112
| +18% | +$70.8K | 0.04% | 215 |
|
|
2024
Q2 | $311K | Sell |
615
-4
| -0.6% | -$2.02K | 0.03% | 245 |
|
|
2024
Q1 | $344K | Sell |
619
-50
| -7% | -$27.8K | 0.04% | 214 |
|
|
2023
Q4 | $308K | Sell |
669
-5
| -0.7% | -$2.3K | 0.04% | 195 |
|
|
2023
Q3 | $263K | Buy |
674
+69
| +11% | +$26.9K | 0.04% | 203 |
|
|
2023
Q2 | $236K | Buy |
605
+8
| +1% | +$3.12K | 0.03% | 218 |
|
|
2023
Q1 | $201K | Buy |
+597
| New | +$201K | 0.03% | 236 |
|