Strategic Wealth Partners’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 | $272K | Buy |
+389
| New | +$272K | 0.02% | 286 |
|
|
2024
Q4 | $831K | Buy |
1,198
+53
| +5% | +$36.8K | 0.07% | 160 |
|
|
2024
Q3 | $723K | Buy |
1,145
+240
| +27% | +$152K | 0.07% | 168 |
|
|
2024
Q2 | $458K | Buy |
905
+33
| +4% | +$16.7K | 0.05% | 205 |
|
|
2024
Q1 | $485K | Buy |
872
+151
| +21% | +$83.9K | 0.05% | 197 |
|
|
2023
Q4 | $332K | Buy |
+721
| New | +$332K | 0.04% | 221 |
|
|
2019
Q4 | – | Sell |
-310
| Closed | -$54 | – | 397 |
|
|
2019
Q3 | $54 | Buy |
+310
| New | +$54 | ﹤0.01% | 297 |
|
|
2018
Q3 | – | Sell |
-233
| Closed | -$36K | – | 681 |
|
|
2018
Q2 | $36K | Sell |
233
-58
| -20% | -$8.96K | 0.02% | 289 |
|
|
2018
Q1 | $50K | Buy |
291
+141
| +94% | +$24.2K | 0.03% | 246 |
|
|
2017
Q4 | $28K | Buy |
+150
| New | +$28K | 0.02% | 277 |
|