Schechter Investment Advisors’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $721K | Sell |
1,187
-185
| -13% | -$112K | 0.06% | 285 |
|
|
2024
Q4 | $873K | Buy |
1,372
+20
| +1% | +$12.7K | 0.07% | 264 |
|
|
2024
Q3 | $854K | Buy |
1,352
+94
| +7% | +$59.4K | 0.06% | 278 |
|
|
2024
Q2 | $636K | Sell |
1,258
-96
| -7% | -$48.6K | 0.05% | 324 |
|
|
2024
Q1 | $752K | Buy |
1,354
+96
| +8% | +$53.3K | 0.06% | 301 |
|
|
2023
Q4 | $580K | Buy |
1,258
+139
| +12% | +$64K | 0.05% | 327 |
|
|
2023
Q3 | $436K | Buy |
1,119
+10
| +0.9% | +$3.9K | 0.04% | 373 |
|
|
2023
Q2 | $433K | Buy |
1,109
+82
| +8% | +$32K | 0.04% | 409 |
|
|
2023
Q1 | $345K | Sell |
1,027
-61
| -6% | -$20.5K | 0.03% | 494 |
|
|
2022
Q4 | $317K | Buy |
1,088
+243
| +29% | +$70.7K | 0.03% | 616 |
|
|
2022
Q3 | $204K | Buy |
+845
| New | +$204K | 0.02% | 831 |
|
|
2022
Q2 | – | Sell |
-828
| Closed | -$236K | – | 993 |
|
|
2022
Q1 | $236K | Sell |
828
-30
| -3% | -$8.55K | 0.02% | 785 |
|
|
2021
Q4 | $273K | Buy |
+858
| New | +$273K | 0.02% | 699 |
|