Shelton Capital 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 | $685K | Sell |
981
-8
| -0.8% | -$5.59K | 0.02% | 293 |
|
|
2025
Q1 | $601K | Sell |
989
-19
| -2% | -$11.5K | 0.01% | 302 |
|
|
2024
Q4 | $641K | Hold |
1,008
| – | – | 0.02% | 303 |
|
|
2024
Q3 | $637K | Sell |
1,008
-21
| -2% | -$13.3K | 0.02% | 306 |
|
|
2024
Q2 | $520K | Hold |
1,029
| – | – | 0.01% | 327 |
|
|
2024
Q1 | $572K | Hold |
1,029
| – | – | 0.02% | 326 |
|
|
2023
Q4 | $474K | Sell |
1,029
-50
| -5% | -$23K | 0.02% | 340 |
|
|
2023
Q3 | $420K | Hold |
1,079
| – | – | 0.02% | 341 |
|
|
2023
Q2 | $421K | Hold |
1,079
| – | – | 0.02% | 353 |
|
|
2023
Q1 | $363K | Buy |
1,079
+269
| +33% | +$90.4K | 0.02% | 389 |
|
|
2022
Q4 | $236K | Buy |
+810
| New | +$236K | 0.02% | 556 |
|
|
2022
Q3 | – | Sell |
-17,750
| Closed | -$4.37M | – | 713 |
|
|
2022
Q2 | $4.37M | Sell |
17,750
-12
| -0.1% | -$2.95K | 0.2% | 114 |
|
|
2022
Q1 | $5.04M | Sell |
17,762
-100
| -0.6% | -$28.4K | 0.19% | 118 |
|
|
2021
Q4 | $5.68M | Hold |
17,862
| – | – | 0.2% | 106 |
|
|
2021
Q3 | $5M | Hold |
17,862
| – | – | 0.2% | 112 |
|
|
2021
Q2 | $5.49M | Sell |
17,862
-19,462
| -52% | -$5.98M | 0.21% | 103 |
|
|
2021
Q1 | $11.8M | Buy |
37,324
+20,364
| +120% | +$6.42M | 0.41% | 46 |
|
|
2020
Q4 | $4.62M | Sell |
16,960
-147
| -0.9% | -$40K | 0.21% | 99 |
|
|
2020
Q3 | $3.46M | Buy |
17,107
+15,000
| +712% | +$3.03M | 0.14% | 158 |
|
|
2020
Q2 | $386K | Buy |
+2,107
| New | +$386K | 0.02% | 368 |
|
|
2018
Q4 | – | Sell |
-1,096
| Closed | -$202K | – | 861 |
|
|
2018
Q3 | $202K | Buy |
+1,096
| New | +$202K | 0.01% | 867 |
|
|
2018
Q1 | – | Sell |
-1,096
| Closed | -$219K | – | 877 |
|
|
2017
Q4 | $219K | Buy |
+1,096
| New | +$219K | 0.01% | 769 |
|