Sonoma Private Wealth’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $397K | Buy |
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|
2025
Q2 | $365K | Sell |
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|
2025
Q1 | $335K | Buy |
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|
2024
Q4 | $347K | Sell |
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|
2024
Q3 | $421K | Buy |
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|
2024
Q2 | $328K | Buy |
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|
2024
Q1 | $346K | Sell |
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|
2023
Q4 | $307K | Sell |
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|
2023
Q3 | $305K | Hold |
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|
2023
Q2 | $306K | Buy |
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|
2023
Q1 | $252K | Buy |
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|
2022
Q4 | $217K | Buy |
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