Simon Quick Advisors’s Parker-Hannifin PH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$664K Buy
950
+182
+24% +$127K 0.03% 347
2025
Q1
$467K Buy
768
+175
+30% +$106K 0.03% 312
2024
Q4
$377K Buy
593
+61
+11% +$38.8K 0.02% 305
2024
Q3
$336K Buy
+532
New +$336K 0.02% 297
2019
Q3
Sell
-5
Closed -$850 484
2019
Q2
$850 Buy
+5
New +$850 ﹤0.01% 423
2017
Q1
Sell
-1,200
Closed -$168K 372
2016
Q4
$168K Buy
+1,200
New +$168K 0.13% 95