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 |
|