Venturi Wealth Management’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 | $643K | Sell |
920
-289
| -24% | -$202K | 0.03% | 278 |
|
|
2025
Q1 | $735K | Buy |
1,209
+16
| +1% | +$9.73K | 0.04% | 253 |
|
|
2024
Q4 | $759K | Buy |
1,193
+915
| +329% | +$582K | 0.04% | 251 |
|
|
2024
Q3 | $176K | Buy |
278
+104
| +60% | +$65.7K | 0.01% | 456 |
|
|
2024
Q2 | $88K | Buy |
174
+165
| +1,833% | +$83.5K | 0.01% | 527 |
|
|
2024
Q1 | $5K | Buy |
9
+1
| +13% | +$556 | ﹤0.01% | 1090 |
|
|
2023
Q4 | $3.69K | Hold |
8
| – | – | ﹤0.01% | 1093 |
|
|
2023
Q3 | $3.12K | Buy |
8
+5
| +167% | +$1.95K | ﹤0.01% | 1079 |
|
|
2023
Q2 | $1.17K | Buy |
+3
| New | +$1.17K | ﹤0.01% | 1002 |
|