TL Private 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 | $389K | Hold |
550
| – | – | 0.16% | 29 |
|
|
2025
Q1 | $289K | Hold |
550
| – | – | 0.14% | 30 |
|
|
2024
Q4 | $361K | Hold |
550
| – | – | 0.16% | 28 |
|
|
2024
Q3 | $346K | Sell |
550
-65
| -11% | -$40.9K | 0.16% | 29 |
|
|
2024
Q2 | $350K | Hold |
615
| – | – | 0.16% | 28 |
|
|
2024
Q1 | $345K | Hold |
615
| – | – | 0.17% | 27 |
|
|
2023
Q4 | $283K | Hold |
615
| – | – | 0.15% | 32 |
|
|
2023
Q3 | $243K | Hold |
615
| – | – | 0.14% | 33 |
|
|
2023
Q2 | $241K | Sell |
615
-1,845
| -75% | -$724K | 0.13% | 34 |
|
|
2023
Q1 | $827K | Hold |
2,460
| – | – | 0.47% | 17 |
|
|
2022
Q4 | $761K | Hold |
2,460
| – | – | 0.44% | 18 |
|
|
2022
Q3 | $622K | Hold |
2,460
| – | – | 0.39% | 18 |
|
|
2022
Q2 | $613K | Hold |
2,460
| – | – | 0.36% | 19 |
|
|
2022
Q1 | $674K | Hold |
2,460
| – | – | 0.36% | 18 |
|
|
2021
Q4 | $767K | Hold |
2,460
| – | – | 0.43% | 17 |
|
|
2021
Q3 | $748K | Hold |
2,460
| – | – | 0.41% | 18 |
|
|
2021
Q2 | $755K | Hold |
2,460
| – | – | 0.44% | 17 |
|
|
2021
Q1 | $790K | Sell |
2,460
-200
| -8% | -$64.2K | 0.48% | 16 |
|
|
2020
Q4 | $763K | Hold |
2,660
| – | – | 0.48% | 16 |
|
|
2020
Q3 | $580K | Hold |
2,660
| – | – | 0.41% | 17 |
|
|
2020
Q2 | $494K | Hold |
2,660
| – | – | 0.4% | 19 |
|
|
2020
Q1 | $408K | Hold |
2,660
| – | – | 0.37% | 22 |
|
|
2019
Q4 | $557K | Buy |
+2,660
| New | +$557K | 0.48% | 19 |
|