United Asset Strategies’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 | $16.5M | Buy |
23,597
+96
| +0.4% | +$67.1K | 1.41% | 14 |
|
|
2025
Q1 | $14.3M | Buy |
23,501
+266
| +1% | +$162K | 1.33% | 20 |
|
|
2024
Q4 | $14.8M | Sell |
23,235
-34
| -0.1% | -$21.6K | 1.36% | 20 |
|
|
2024
Q3 | $14.7M | Buy |
23,269
+266
| +1% | +$168K | 1.37% | 20 |
|
|
2024
Q2 | $11.6M | Buy |
23,003
+295
| +1% | +$149K | 1.15% | 31 |
|
|
2024
Q1 | $12.6M | Buy |
22,708
+491
| +2% | +$273K | 1.26% | 27 |
|
|
2023
Q4 | $10.2M | Buy |
22,217
+323
| +1% | +$149K | 1.15% | 31 |
|
|
2023
Q3 | $8.53M | Buy |
+21,894
| New | +$8.53M | 1.1% | 32 |
|
|
2022
Q1 | – | Sell |
-4,177
| Closed | -$1.33M | – | 231 |
|
|
2021
Q4 | $1.33M | Buy |
4,177
+345
| +9% | +$110K | 0.16% | 109 |
|
|
2021
Q3 | $1.07M | Buy |
3,832
+852
| +29% | +$238K | 0.14% | 117 |
|
|
2021
Q2 | $915K | Buy |
+2,980
| New | +$915K | 0.12% | 121 |
|
|
2018
Q3 | – | Sell |
-2,651
| Closed | -$413K | – | 214 |
|
|
2018
Q2 | $413K | Buy |
2,651
+235
| +10% | +$36.6K | 0.11% | 156 |
|
|
2018
Q1 | $413K | Buy |
2,416
+176
| +8% | +$30.1K | 0.12% | 143 |
|
|
2017
Q4 | $447K | Sell |
2,240
-55
| -2% | -$11K | 0.12% | 132 |
|
|
2017
Q3 | $402K | Buy |
+2,295
| New | +$402K | 0.23% | 91 |
|