Shakespeare Wealth 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 | $793K | Hold |
1,136
| – | – | 0.21% | 48 |
|
|
2025
Q1 | $691K | Sell |
1,136
-32
| -3% | -$19.5K | 0.18% | 50 |
|
|
2024
Q4 | $743K | Sell |
1,168
-102
| -8% | -$64.9K | 0.2% | 47 |
|
|
2024
Q3 | $802K | Hold |
1,270
| – | – | 0.21% | 45 |
|
|
2024
Q2 | $642K | Sell |
1,270
-182
| -13% | -$92.1K | 0.19% | 48 |
|
|
2024
Q1 | $807K | Sell |
1,452
-71
| -5% | -$39.5K | 0.23% | 41 |
|
|
2023
Q4 | $702K | Hold |
1,523
| – | – | 0.22% | 42 |
|
|
2023
Q3 | $593K | Hold |
1,523
| – | – | 0.21% | 46 |
|
|
2023
Q2 | $594K | Hold |
1,523
| – | – | 0.2% | 43 |
|
|
2023
Q1 | $512K | Hold |
1,523
| – | – | 0.18% | 45 |
|
|
2022
Q4 | $443K | Hold |
1,523
| – | – | 0.16% | 52 |
|
|
2022
Q3 | $369K | Buy |
1,523
+107
| +8% | +$25.9K | 0.16% | 54 |
|
|
2022
Q2 | $350K | Hold |
1,416
| – | – | 0.14% | 53 |
|
|
2022
Q1 | $402K | Hold |
1,416
| – | – | 0.14% | 52 |
|
|
2021
Q4 | $450K | Hold |
1,416
| – | – | 0.16% | 48 |
|
|
2021
Q3 | $413K | Hold |
1,416
| – | – | 0.16% | 54 |
|
|
2021
Q2 | $423K | Hold |
1,416
| – | – | 0.16% | 51 |
|
|
2021
Q1 | $447K | Hold |
1,416
| – | – | 0.18% | 48 |
|
|
2020
Q4 | $386K | Hold |
1,416
| – | – | 0.17% | 49 |
|
|
2020
Q3 | $287K | Hold |
1,416
| – | – | 0.15% | 51 |
|
|
2020
Q2 | $260K | Buy |
+1,416
| New | +$260K | 0.15% | 52 |
|
|
2020
Q1 | – | Sell |
-1,416
| Closed | -$291K | – | 63 |
|
|
2019
Q4 | $291K | Hold |
1,416
| – | – | 0.16% | 62 |
|
|
2019
Q3 | $256K | Hold |
1,416
| – | – | 0.15% | 63 |
|
|
2019
Q2 | $241K | Buy |
+1,416
| New | +$241K | 0.16% | 63 |
|