Valeo 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 | $1.28M | Buy |
1,833
+15
| +0.8% | +$10.5K | 0.03% | 243 |
|
|
2025
Q1 | $1.11M | Buy |
1,818
+169
| +10% | +$103K | 0.03% | 245 |
|
|
2024
Q4 | $1.05M | Sell |
1,649
-35
| -2% | -$22.3K | 0.03% | 251 |
|
|
2024
Q3 | $1.06M | Hold |
1,684
| – | – | 0.03% | 249 |
|
|
2024
Q2 | $852K | Buy |
1,684
+30
| +2% | +$15.2K | 0.03% | 272 |
|
|
2024
Q1 | $904K | Buy |
1,654
+34
| +2% | +$18.6K | 0.03% | 254 |
|
|
2023
Q4 | $746K | Buy |
1,620
+209
| +15% | +$96.3K | 0.03% | 270 |
|
|
2023
Q3 | $550K | Buy |
1,411
+177
| +14% | +$69K | 0.03% | 313 |
|
|
2023
Q2 | $481K | Buy |
1,234
+247
| +25% | +$96.3K | 0.02% | 329 |
|
|
2023
Q1 | $332K | Buy |
+987
| New | +$332K | 0.02% | 417 |
|
|
2021
Q2 | – | Sell |
-193
| Closed | -$61K | – | 1349 |
|
|
2021
Q1 | $61K | Buy |
193
+15
| +8% | +$4.74K | ﹤0.01% | 755 |
|
|
2020
Q4 | $49K | Buy |
178
+141
| +381% | +$38.8K | ﹤0.01% | 770 |
|
|
2020
Q3 | $7K | Sell |
37
-74
| -67% | -$14K | ﹤0.01% | 1128 |
|
|
2020
Q2 | $20K | Buy |
111
+86
| +344% | +$15.5K | ﹤0.01% | 1003 |
|
|
2020
Q1 | $4K | Sell |
25
-73
| -74% | -$11.7K | ﹤0.01% | 1309 |
|
|
2019
Q4 | $20K | Hold |
98
| – | – | ﹤0.01% | 912 |
|
|
2019
Q3 | $18K | Hold |
98
| – | – | ﹤0.01% | 868 |
|
|
2019
Q2 | $17K | Hold |
98
| – | – | ﹤0.01% | 892 |
|
|
2019
Q1 | $17K | Hold |
98
| – | – | ﹤0.01% | 824 |
|
|
2018
Q4 | $15K | Sell |
98
-15
| -13% | -$2.3K | ﹤0.01% | 781 |
|
|
2018
Q3 | $17K | Buy |
+113
| New | +$17K | ﹤0.01% | 816 |
|