SVB 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 | $317K | Buy |
+453
| New | +$317K | 0.02% | 355 |
|
|
2025
Q1 | – | Sell |
-779
| Closed | -$496K | – | 1715 |
|
|
2024
Q4 | $496K | Buy |
+779
| New | +$496K | 0.01% | 422 |
|
|
2024
Q3 | – | Sell |
-819
| Closed | -$414K | – | 440 |
|
|
2024
Q2 | $414K | Sell |
819
-508
| -38% | -$257K | 0.01% | 467 |
|
|
2024
Q1 | $738K | Sell |
1,327
-70
| -5% | -$38.9K | 0.02% | 403 |
|
|
2023
Q4 | $644K | Buy |
1,397
+464
| +50% | +$214K | 0.02% | 419 |
|
|
2023
Q3 | $364K | Sell |
933
-90
| -9% | -$35.1K | 0.01% | 550 |
|
|
2023
Q2 | $399K | Sell |
1,023
-125
| -11% | -$48.8K | 0.01% | 560 |
|
|
2023
Q1 | $386K | Sell |
1,148
-72
| -6% | -$24.2K | 0.01% | 621 |
|
|
2022
Q4 | $355K | Buy |
1,220
+29
| +2% | +$8.44K | ﹤0.01% | 672 |
|
|
2022
Q3 | $288K | Buy |
+1,191
| New | +$288K | ﹤0.01% | 711 |
|
|
2021
Q4 | – | Sell |
-1,161
| Closed | -$325K | – | 918 |
|
|
2021
Q3 | $325K | Buy |
1,161
+333
| +40% | +$93.2K | ﹤0.01% | 750 |
|
|
2021
Q2 | $255K | Buy |
+828
| New | +$255K | ﹤0.01% | 818 |
|
|
2015
Q4 | – | Sell |
-2,962
| Closed | -$288K | – | 553 |
|
|
2015
Q3 | $288K | Sell |
2,962
-18
| -0.6% | -$1.75K | 0.01% | 471 |
|
|
2015
Q2 | $347K | Sell |
2,980
-315
| -10% | -$36.7K | 0.01% | 463 |
|
|
2015
Q1 | $391K | Buy |
3,295
+350
| +12% | +$41.5K | 0.01% | 445 |
|
|
2014
Q4 | $380K | Buy |
+2,945
| New | +$380K | 0.01% | 438 |
|