Transamerica Financial Advisors’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 | $4.71M | Sell |
6,751
-292
| -4% | -$204K | 0.44% | 56 |
|
|
2025
Q1 | $4.28M | Sell |
7,043
-486
| -6% | -$295K | 0.44% | 58 |
|
|
2024
Q4 | $4.79M | Sell |
7,529
-202
| -3% | -$128K | 0.47% | 50 |
|
|
2024
Q3 | $4.89M | Buy |
7,731
+179
| +2% | +$113K | 0.48% | 61 |
|
|
2024
Q2 | $3.82M | Hold |
7,552
| – | – | 0.41% | 71 |
|
|
2024
Q1 | $4.2M | Buy |
7,552
+7,550
| +377,500% | +$4.2M | 0.43% | 71 |
|
|
2023
Q4 | $1K | Sell |
2
-7
| -78% | -$3.5K | ﹤0.01% | 542 |
|
|
2023
Q3 | $4K | Hold |
9
| – | – | ﹤0.01% | 364 |
|
|
2023
Q2 | $4K | Sell |
9
-472
| -98% | -$210K | ﹤0.01% | 335 |
|
|
2023
Q1 | $162K | Hold |
481
| – | – | 0.02% | 237 |
|
|
2022
Q4 | $140K | Buy |
481
+64
| +15% | +$18.6K | 0.02% | 246 |
|
|
2022
Q3 | $101K | Buy |
417
+34
| +9% | +$8.24K | 0.01% | 247 |
|
|
2022
Q2 | $95K | Buy |
+383
| New | +$95K | 0.01% | 247 |
|
|
2020
Q3 | – | Sell |
-45
| Closed | -$9K | – | 399 |
|
|
2020
Q2 | $9K | Buy |
+45
| New | +$9K | ﹤0.01% | 256 |
|
|
2016
Q2 | – | Sell |
-223
| Closed | -$25K | – | 621 |
|
|
2016
Q1 | $25K | Sell |
223
-139
| -38% | -$15.6K | ﹤0.01% | 459 |
|
|
2015
Q4 | $36K | Sell |
362
-98
| -21% | -$9.75K | ﹤0.01% | 452 |
|
|
2015
Q3 | $45K | Sell |
460
-39
| -8% | -$3.82K | ﹤0.01% | 400 |
|
|
2015
Q2 | $59K | Buy |
499
+1
| +0.2% | +$118 | ﹤0.01% | 427 |
|
|
2015
Q1 | $60K | Buy |
498
+1
| +0.2% | +$120 | ﹤0.01% | 417 |
|
|
2014
Q4 | $65K | Buy |
497
+91
| +22% | +$11.9K | 0.01% | 345 |
|
|
2014
Q3 | $47K | Buy |
406
+1
| +0.2% | +$116 | ﹤0.01% | 348 |
|
|
2014
Q2 | $51K | Buy |
405
+1
| +0.2% | +$126 | ﹤0.01% | 366 |
|
|
2014
Q1 | $49K | Buy |
404
+1
| +0.2% | +$121 | ﹤0.01% | 348 |
|
|
2013
Q4 | $52K | Buy |
403
+1
| +0.2% | +$129 | 0.01% | 342 |
|
|
2013
Q3 | $44K | Buy |
402
+177
| +79% | +$19.4K | 0.01% | 338 |
|
|
2013
Q2 | $22K | Buy |
+225
| New | +$22K | ﹤0.01% | 358 |
|