Trek 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 | – | Sell |
-4,712
| Closed | -$2.86M | – | 443 |
|
|
2025
Q1 | $2.86M | Sell |
4,712
-331
| -7% | -$201K | 0.21% | 110 |
|
|
2024
Q4 | $3.21M | Buy |
+5,043
| New | +$3.21M | 0.24% | 112 |
|
|
2024
Q2 | – | Sell |
-5,837
| Closed | -$3.24M | – | 442 |
|
|
2024
Q1 | $3.24M | Buy |
+5,837
| New | +$3.24M | 0.26% | 106 |
|