Steward Partners Investment Advisory’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 | $9.62M | Sell |
13,779
-150
| -1% | -$105K | 0.08% | 256 |
|
|
2025
Q1 | $8.47M | Sell |
13,929
-32
| -0.2% | -$19.5K | 0.07% | 270 |
|
|
2024
Q4 | $8.88M | Buy |
13,961
+1,051
| +8% | +$668K | 0.08% | 245 |
|
|
2024
Q3 | $8.16M | Buy |
12,910
+3,771
| +41% | +$2.38M | 0.08% | 260 |
|
|
2024
Q2 | $4.62M | Buy |
9,139
+3,135
| +52% | +$1.59M | 0.05% | 351 |
|
|
2024
Q1 | $3.34M | Buy |
6,004
+3,627
| +153% | +$2.02M | 0.04% | 429 |
|
|
2023
Q4 | $1.09M | Buy |
2,377
+1,041
| +78% | +$480K | 0.01% | 692 |
|
|
2023
Q3 | $520K | Buy |
1,336
+92
| +7% | +$35.8K | 0.01% | 910 |
|
|
2023
Q2 | $485K | Sell |
1,244
-180
| -13% | -$70.2K | 0.01% | 943 |
|
|
2023
Q1 | $479K | Buy |
1,424
+172
| +14% | +$57.8K | 0.01% | 945 |
|
|
2022
Q4 | $364K | Buy |
1,252
+82
| +7% | +$23.9K | 0.01% | 1014 |
|
|
2022
Q3 | $283K | Sell |
1,170
-1,404
| -55% | -$340K | 0.01% | 1054 |
|
|
2022
Q2 | $633K | Buy |
2,574
+508
| +25% | +$125K | 0.01% | 780 |
|
|
2022
Q1 | $586K | Buy |
2,066
+842
| +69% | +$239K | 0.01% | 870 |
|
|
2021
Q4 | $389K | Buy |
1,224
+323
| +36% | +$103K | 0.01% | 1040 |
|
|
2021
Q3 | $252K | Sell |
901
-106
| -11% | -$29.6K | ﹤0.01% | 1175 |
|
|
2021
Q2 | $309K | Sell |
1,007
-745
| -43% | -$229K | 0.01% | 1170 |
|
|
2021
Q1 | $553K | Buy |
1,752
+1,008
| +135% | +$318K | 0.01% | 852 |
|
|
2020
Q4 | $203K | Sell |
744
-200
| -21% | -$54.6K | ﹤0.01% | 1066 |
|
|
2020
Q3 | $191K | Buy |
944
+459
| +95% | +$92.9K | ﹤0.01% | 963 |
|
|
2020
Q2 | $89K | Sell |
485
-150
| -24% | -$27.5K | ﹤0.01% | 1200 |
|
|
2020
Q1 | $82K | Buy |
635
+250
| +65% | +$32.3K | ﹤0.01% | 1070 |
|
|
2019
Q4 | $79K | Hold |
385
| – | – | ﹤0.01% | 1214 |
|
|
2019
Q3 | $69K | Buy |
385
+285
| +285% | +$51.1K | ﹤0.01% | 1222 |
|
|
2019
Q2 | $17K | Buy |
+100
| New | +$17K | ﹤0.01% | 1766 |
|
|
2018
Q4 | – | Sell |
-1,076
| Closed | -$198K | – | 1750 |
|
|
2018
Q3 | $198K | Buy |
1,076
+104
| +11% | +$19.1K | 0.01% | 722 |
|
|
2018
Q2 | $152K | Sell |
972
-50
| -5% | -$7.82K | 0.01% | 730 |
|
|
2018
Q1 | $174K | Sell |
1,022
-520
| -34% | -$88.5K | 0.01% | 640 |
|
|
2017
Q4 | $307K | Buy |
1,542
+582
| +61% | +$116K | 0.02% | 446 |
|
|
2017
Q3 | $168K | Buy |
960
+3
| +0.3% | +$525 | 0.02% | 470 |
|
|
2017
Q2 | $152K | Hold |
957
| – | – | 0.02% | 445 |
|
|
2017
Q1 | $153K | Buy |
+957
| New | +$153K | 0.02% | 365 |
|