SOA Wealth Advisors’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143K | Sell |
15,915
-3,085
| -16% | -$27.8K | 0.03% | 238 |
|
|
2025
Q1 | $130K | Buy |
19,000
+18,818
| +10,340% | +$128K | 0.03% | 232 |
|
|
2024
Q4 | $116K | Hold |
182
| – | – | 0.02% | 239 |
|
|
2024
Q3 | $115K | Hold |
182
| – | – | 0.02% | 240 |
|
|
2024
Q2 | $91.9K | Sell |
182
-17
| -9% | -$8.59K | 0.02% | 254 |
|
|
2024
Q1 | $110K | Buy |
199
+1
| +0.5% | +$555 | 0.02% | 235 |
|
|
2023
Q4 | $91.4K | Hold |
198
| – | – | 0.02% | 244 |
|
|
2023
Q3 | $77.2K | Hold |
198
| – | – | 0.02% | 249 |
|
|
2023
Q2 | $77.2K | Hold |
198
| – | – | 0.02% | 253 |
|
|
2023
Q1 | $66.4K | Buy |
198
+1
| +0.5% | +$335 | 0.02% | 257 |
|
|
2022
Q4 | $57.4K | Buy |
197
+1
| +0.5% | +$291 | 0.02% | 266 |
|
|
2022
Q3 | $47K | Hold |
196
| – | – | 0.01% | 273 |
|
|
2022
Q2 | $48K | Sell |
196
-1
| -0.5% | -$245 | 0.01% | 270 |
|
|
2022
Q1 | $55K | Hold |
197
| – | – | 0.01% | 297 |
|
|
2021
Q4 | $62K | Buy |
197
+1
| +0.5% | +$315 | 0.02% | 269 |
|
|
2021
Q3 | $55K | Buy |
196
+1
| +0.5% | +$281 | 0.01% | 295 |
|
|
2021
Q2 | $60K | Sell |
195
-4
| -2% | -$1.23K | 0.02% | 287 |
|
|
2021
Q1 | $62K | Buy |
199
+4
| +2% | +$1.25K | 0.02% | 245 |
|
|
2020
Q4 | $53K | Buy |
+195
| New | +$53K | 0.01% | 257 |
|