Secure Asset Management’s Parker-Hannifin PH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$388K Buy
+555
New +$388K 0.07% 216
2025
Q1
Sell
-692
Closed -$440K 342
2024
Q4
$440K Buy
692
+23
+3% +$14.6K 0.07% 212
2024
Q3
$423K Buy
669
+10
+2% +$6.32K 0.07% 201
2024
Q2
$333K Buy
+659
New +$333K 0.06% 213