Summit Financial’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
$3.38M Sell
4,834
-29
-0.6% -$20.3K 0.08% 216
2025
Q1
$2.96M Buy
4,863
+406
+9% +$247K 0.08% 209
2024
Q4
$2.84M Sell
4,457
-140
-3% -$89.1K 0.1% 165
2024
Q3
$2.9M Sell
4,597
-51
-1% -$32.2K 0.11% 143
2024
Q2
$2.35M Buy
4,648
+1,985
+75% +$1M 0.11% 139
2024
Q1
$1.48M Sell
2,663
-136
-5% -$75.6K 0.09% 136
2023
Q4
$1.29M Sell
2,799
-96
-3% -$44.2K 0.08% 148
2023
Q3
$1.13M Sell
2,895
-128
-4% -$49.9K 0.08% 151
2023
Q2
$1.18M Sell
3,023
-103
-3% -$40.2K 0.09% 137
2023
Q1
$1.05M Buy
3,126
+115
+4% +$38.7K 0.09% 115
2022
Q4
$876K Buy
3,011
+142
+5% +$41.3K 0.08% 125
2022
Q3
$695K Buy
2,869
+305
+12% +$73.9K 0.07% 140
2022
Q2
$631K Sell
2,564
-19
-0.7% -$4.68K 0.06% 136
2022
Q1
$733K Buy
2,583
+76
+3% +$21.6K 0.06% 147
2021
Q4
$798K Buy
2,507
+682
+37% +$217K 0.06% 132
2021
Q3
$510K Buy
1,825
+1,003
+122% +$280K 0.04% 142
2021
Q2
$252K Buy
+822
New +$252K 0.03% 151