Waldron Private Wealth’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-802
| Closed | -$510K | – | 391 |
|
|
2024
Q4 | $510K | Buy |
802
+5
| +0.6% | +$3.18K | 0.02% | 250 |
|
|
2024
Q3 | $504K | Buy |
797
+22
| +3% | +$13.9K | 0.02% | 245 |
|
|
2024
Q2 | $392K | Sell |
775
-8
| -1% | -$4.05K | 0.02% | 269 |
|
|
2024
Q1 | $435K | Buy |
783
+5
| +0.6% | +$2.78K | 0.02% | 257 |
|
|
2023
Q4 | $358K | Buy |
778
+65
| +9% | +$29.9K | 0.02% | 286 |
|
|
2023
Q3 | $278K | Buy |
713
+24
| +3% | +$9.35K | 0.01% | 300 |
|
|
2023
Q2 | $269K | Sell |
689
-9
| -1% | -$3.51K | 0.01% | 307 |
|
|
2023
Q1 | $235K | Buy |
+698
| New | +$235K | 0.01% | 365 |
|
|
2022
Q2 | – | Sell |
-978
| Closed | -$277K | – | 400 |
|
|
2022
Q1 | $277K | Buy |
+978
| New | +$277K | 0.01% | 332 |
|