SteelPeak Wealth’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 | $648K | Sell |
928
-30
| -3% | -$21K | 0.03% | 320 |
|
|
2025
Q1 | $583K | Sell |
958
-7
| -0.7% | -$4.26K | 0.02% | 310 |
|
|
2024
Q4 | $614K | Sell |
965
-708
| -42% | -$450K | 0.02% | 300 |
|
|
2024
Q3 | $1.06M | Buy |
1,673
+735
| +78% | +$464K | 0.05% | 218 |
|
|
2024
Q2 | $474K | Buy |
938
+266
| +40% | +$135K | 0.02% | 294 |
|
|
2024
Q1 | $373K | Sell |
672
-5
| -0.7% | -$2.78K | 0.02% | 319 |
|
|
2023
Q4 | $312K | Sell |
677
-232
| -26% | -$107K | 0.02% | 317 |
|
|
2023
Q3 | $354K | Buy |
909
+22
| +2% | +$8.57K | 0.02% | 295 |
|
|
2023
Q2 | $346K | Buy |
+887
| New | +$346K | 0.02% | 294 |
|
|
2021
Q1 | – | Sell |
-1,149
| Closed | -$313K | – | 373 |
|
|
2020
Q4 | $313K | Buy |
1,149
+16
| +1% | +$4.36K | 0.03% | 254 |
|
|
2020
Q3 | $229K | Buy |
1,133
+2
| +0.2% | +$404 | 0.02% | 237 |
|
|
2020
Q2 | $207K | Buy |
+1,131
| New | +$207K | 0.03% | 224 |
|