SAG
SageView Advisory Group’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Hold |
2,282
| – | – | 0.06% | 162 |
|
|
2025
Q1 | $1.39M | Sell |
2,282
-41
| -2% | -$24.9K | 0.06% | 184 |
|
|
2024
Q4 | $1.48M | Buy |
2,323
+254
| +12% | +$162K | 0.06% | 164 |
|
|
2024
Q3 | $1.31M | Sell |
2,069
-34
| -2% | -$21.5K | 0.07% | 158 |
|
|
2024
Q2 | $1.06M | Buy |
+2,103
| New | +$1.06M | 0.05% | 210 |
|
|
2024
Q1 | – | Sell |
-1,989
| Closed | -$950K | – | 743 |
|
|
2023
Q4 | $950K | Buy |
1,989
+479
| +32% | +$229K | 0.04% | 265 |
|
|
2023
Q3 | $588K | Buy |
1,510
+788
| +109% | +$307K | 0.03% | 306 |
|
|
2023
Q2 | $282K | Buy |
722
+110
| +18% | +$42.9K | 0.02% | 458 |
|
|
2023
Q1 | $206K | Buy |
+612
| New | +$206K | 0.01% | 451 |
|