Symphony 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
$764K Buy
+2,464
New +$764K 0.1% 123
2025
Q1
Sell
-1,209
Closed -$818K 180
2024
Q4
$818K Sell
1,209
-217
-15% -$147K 0.13% 112
2024
Q3
$903K Buy
1,426
+10
+0.7% +$6.33K 0.15% 104
2024
Q2
$715K Sell
1,416
-94
-6% -$47.4K 0.13% 115
2024
Q1
$839K Sell
1,510
-98
-6% -$54.5K 0.2% 94
2023
Q4
$739K Buy
1,608
+726
+82% +$334K 0.16% 110
2023
Q3
$339K Sell
882
-38
-4% -$14.6K 0.08% 123
2023
Q2
$356K Buy
920
+108
+13% +$41.7K 0.09% 142
2023
Q1
$272K Sell
812
-276
-25% -$92.4K 0.07% 183
2022
Q4
$327K Buy
1,088
+245
+29% +$73.6K 0.09% 165
2022
Q3
$207K Sell
843
-144
-15% -$35.4K 0.07% 180
2022
Q2
$245K Buy
987
+96
+11% +$23.8K 0.07% 166
2022
Q1
$243K Sell
891
-21
-2% -$5.73K 0.06% 173
2021
Q4
$289K Buy
+912
New +$289K 0.08% 155