Waverly Advisors’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $992K | Sell |
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|
2025
Q2 | $947K | Sell |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $586K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $247K | Sell |
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|
2017
Q2 | $383K | Buy |
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|
2017
Q1 | $378K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $119K | Buy |
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|
2015
Q2 | $134K | Hold |
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|
2015
Q1 | $137K | Buy |
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|
2014
Q4 | $72K | Hold |
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|
2014
Q3 | $64K | Buy |
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|
2014
Q2 | $8K | Hold |
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|
2014
Q1 | $8K | Sell |
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|
2013
Q4 | $31K | Sell |
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|
2013
Q3 | $41K | Buy |
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