United Capital 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 | $22.1M | Sell |
31,601
-52
| -0.2% | -$36.3K | 0.18% | 108 |
|
|
2025
Q1 | $19.2M | Sell |
31,653
-409
| -1% | -$249K | 0.16% | 115 |
|
|
2024
Q4 | $20.4M | Sell |
32,062
-455
| -1% | -$289K | 0.17% | 110 |
|
|
2024
Q3 | $20.5M | Sell |
32,517
-224
| -0.7% | -$142K | 0.17% | 120 |
|
|
2024
Q2 | $16.6M | Sell |
32,741
-6,755
| -17% | -$3.42M | 0.14% | 137 |
|
|
2024
Q1 | $22M | Sell |
39,496
-1,285
| -3% | -$714K | 0.18% | 114 |
|
|
2023
Q4 | $18.8M | Sell |
40,781
-3,398
| -8% | -$1.57M | 0.16% | 130 |
|
|
2023
Q3 | $17.2M | Sell |
44,179
-5,874
| -12% | -$2.29M | 0.11% | 170 |
|
|
2023
Q2 | $19.5M | Sell |
50,053
-3,809
| -7% | -$1.49M | 0.11% | 167 |
|
|
2023
Q1 | $18.1M | Sell |
53,862
-1,294
| -2% | -$435K | 0.1% | 177 |
|
|
2022
Q4 | $16.1M | Buy |
55,156
+175
| +0.3% | +$50.9K | 0.09% | 191 |
|
|
2022
Q3 | $13.3M | Buy |
54,981
+646
| +1% | +$157K | 0.08% | 208 |
|
|
2022
Q2 | $13.4M | Buy |
54,335
+2,027
| +4% | +$499K | 0.07% | 218 |
|
|
2022
Q1 | $14.8M | Buy |
52,308
+1,288
| +3% | +$365K | 0.07% | 222 |
|
|
2021
Q4 | $16.2M | Sell |
51,020
-383
| -0.7% | -$122K | 0.07% | 227 |
|
|
2021
Q3 | $14.4M | Sell |
51,403
-148
| -0.3% | -$41.4K | 0.07% | 230 |
|
|
2021
Q2 | $15.8M | Sell |
51,551
-658
| -1% | -$202K | 0.08% | 218 |
|
|
2021
Q1 | $16.5M | Buy |
52,209
+130
| +0.2% | +$41K | 0.09% | 205 |
|
|
2020
Q4 | $14.2M | Sell |
52,079
-303
| -0.6% | -$82.5K | 0.09% | 217 |
|
|
2020
Q3 | $10.6M | Buy |
52,382
+74
| +0.1% | +$15K | 0.07% | 242 |
|
|
2020
Q2 | $9.59M | Sell |
52,308
-650
| -1% | -$119K | 0.07% | 258 |
|
|
2020
Q1 | $6.87M | Sell |
52,958
-1,739
| -3% | -$226K | 0.06% | 289 |
|
|
2019
Q4 | $11.3M | Buy |
54,697
+2,059
| +4% | +$424K | 0.07% | 292 |
|
|
2019
Q3 | $9.51M | Sell |
52,638
-4,811
| -8% | -$869K | 0.07% | 295 |
|
|
2019
Q2 | $9.77M | Sell |
57,449
-119
| -0.2% | -$20.2K | 0.06% | 299 |
|
|
2019
Q1 | $9.88M | Sell |
57,568
-697
| -1% | -$120K | 0.07% | 294 |
|
|
2018
Q4 | $8.69M | Sell |
58,265
-1,734
| -3% | -$259K | 0.07% | 271 |
|
|
2018
Q3 | $11M | Buy |
59,999
+88
| +0.1% | +$16.2K | 0.08% | 280 |
|
|
2018
Q2 | $9.34M | Sell |
59,911
-927
| -2% | -$144K | 0.07% | 314 |
|
|
2018
Q1 | $10.4M | Sell |
60,838
-250
| -0.4% | -$42.8K | 0.08% | 281 |
|
|
2017
Q4 | $12.2M | Sell |
61,088
-508
| -0.8% | -$101K | 0.1% | 258 |
|
|
2017
Q3 | $10.8M | Buy |
61,596
+1,241
| +2% | +$217K | 0.09% | 264 |
|
|
2017
Q2 | $9.65M | Buy |
60,355
+914
| +2% | +$146K | 0.09% | 272 |
|
|
2017
Q1 | $9.53M | Sell |
59,441
-967
| -2% | -$155K | 0.09% | 275 |
|
|
2016
Q4 | $8.46M | Buy |
60,408
+379
| +0.6% | +$53.1K | 0.08% | 291 |
|
|
2016
Q3 | $7.54M | Sell |
60,029
-1,305
| -2% | -$164K | 0.07% | 317 |
|
|
2016
Q2 | $6.62M | Sell |
61,334
-830
| -1% | -$89.6K | 0.07% | 323 |
|
|
2016
Q1 | $6.91M | Buy |
62,164
+3,542
| +6% | +$393K | 0.08% | 272 |
|
|
2015
Q4 | $5.69M | Sell |
58,622
-125
| -0.2% | -$12.1K | 0.07% | 305 |
|
|
2015
Q3 | $5.72M | Sell |
58,747
-31,111
| -35% | -$3.03M | 0.07% | 295 |
|
|
2015
Q2 | $10.5M | Buy |
89,858
+5,338
| +6% | +$621K | 0.12% | 203 |
|
|
2015
Q1 | $10.1M | Buy |
84,520
+8,849
| +12% | +$1.06M | 0.12% | 215 |
|
|
2014
Q4 | $9.76M | Buy |
75,671
+6,036
| +9% | +$778K | 0.15% | 166 |
|
|
2014
Q3 | $7.95M | Buy |
69,635
+2,586
| +4% | +$295K | 0.14% | 180 |
|
|
2014
Q2 | $8.43M | Buy |
67,049
+8,746
| +15% | +$1.1M | 0.16% | 170 |
|
|
2014
Q1 | $6.98M | Buy |
58,303
+3,381
| +6% | +$405K | 0.15% | 163 |
|
|
2013
Q4 | $7.07M | Buy |
+54,922
| New | +$7.07M | 0.24% | 112 |
|
|
2013
Q3 | – | Sell |
-79,355
| Closed | -$7.57M | – | 731 |
|
|
2013
Q2 | $7.57M | Buy |
+79,355
| New | +$7.57M | 0.2% | 131 |
|