SWM
SeaCrest Wealth Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
1,913
+576
| +43% | +$402K | 0.15% | 132 |
|
|
2025
Q1 | $813K | Sell |
1,337
-50
| -4% | -$30.4K | 0.09% | 214 |
|
|
2024
Q4 | $882K | Buy |
1,387
+55
| +4% | +$35K | 0.09% | 205 |
|
|
2024
Q3 | $842K | Buy |
1,332
+149
| +13% | +$94.2K | 0.09% | 221 |
|
|
2024
Q2 | $598K | Buy |
1,183
+52
| +5% | +$26.3K | 0.07% | 281 |
|
|
2024
Q1 | $629K | Buy |
1,131
+4
| +0.4% | +$2.22K | 0.08% | 267 |
|
|
2023
Q4 | $511K | Sell |
1,127
-62
| -5% | -$28.1K | 0.06% | 305 |
|
|
2023
Q3 | $463K | Buy |
1,189
+37
| +3% | +$14.4K | 0.06% | 324 |
|
|
2023
Q2 | $449K | Buy |
1,152
+264
| +30% | +$103K | 0.06% | 347 |
|
|
2023
Q1 | $298K | Sell |
888
-30
| -3% | -$10.1K | 0.04% | 466 |
|
|
2022
Q4 | $267K | Sell |
918
-6
| -0.6% | -$1.75K | 0.04% | 475 |
|
|
2022
Q3 | $224K | Sell |
924
-1
| -0.1% | -$242 | 0.03% | 513 |
|
|
2022
Q2 | $228K | Buy |
925
+59
| +7% | +$14.5K | 0.03% | 556 |
|
|
2022
Q1 | $246K | Buy |
866
+125
| +17% | +$35.5K | 0.03% | 585 |
|
|
2021
Q4 | $236K | Sell |
741
-2
| -0.3% | -$637 | 0.03% | 594 |
|
|
2021
Q3 | $208K | Buy |
743
+1
| +0.1% | +$280 | 0.03% | 619 |
|
|
2021
Q2 | $228K | Sell |
742
-35
| -5% | -$10.8K | 0.03% | 598 |
|
|
2021
Q1 | $245K | Sell |
777
-61
| -7% | -$19.2K | 0.03% | 530 |
|
|
2020
Q4 | $228K | Buy |
+838
| New | +$228K | 0.03% | 526 |
|
|
2019
Q2 | – | Sell |
-676
| Closed | -$116K | – | 1472 |
|
|
2019
Q1 | $116K | Hold |
676
| – | – | 0.02% | 641 |
|
|
2018
Q4 | $101K | Sell |
676
-311
| -32% | -$46.5K | 0.02% | 655 |
|
|
2018
Q3 | $182K | Hold |
987
| – | – | 0.03% | 538 |
|
|
2018
Q2 | $154K | Hold |
987
| – | – | 0.03% | 585 |
|
|
2018
Q1 | $169K | Hold |
987
| – | – | 0.03% | 537 |
|
|
2017
Q4 | $197K | Buy |
+987
| New | +$197K | 0.04% | 499 |
|