Waverly 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 | $947K | Sell |
1,356
-618
| -31% | -$432K | 0.01% | 627 |
|
|
2025
Q1 | $1.2M | Buy |
1,974
+1,052
| +114% | +$639K | 0.01% | 572 |
|
|
2024
Q4 | $586K | Buy |
+922
| New | +$586K | 0.01% | 645 |
|
|
2017
Q4 | – | Sell |
-1,413
| Closed | -$247K | – | 407 |
|
|
2017
Q3 | $247K | Sell |
1,413
-985
| -41% | -$172K | 0.05% | 193 |
|
|
2017
Q2 | $383K | Buy |
2,398
+40
| +2% | +$6.39K | 0.1% | 157 |
|
|
2017
Q1 | $378K | Buy |
+2,358
| New | +$378K | 0.1% | 155 |
|
|
2015
Q4 | – | Sell |
-1,222
| Closed | -$119K | – | 324 |
|
|
2015
Q3 | $119K | Buy |
1,222
+69
| +6% | +$6.72K | 0.08% | 68 |
|
|
2015
Q2 | $134K | Hold |
1,153
| – | – | 0.08% | 63 |
|
|
2015
Q1 | $137K | Buy |
1,153
+591
| +105% | +$70.2K | 0.07% | 56 |
|
|
2014
Q4 | $72K | Hold |
562
| – | – | 0.04% | 96 |
|
|
2014
Q3 | $64K | Buy |
562
+499
| +792% | +$56.8K | 0.03% | 192 |
|
|
2014
Q2 | $8K | Hold |
63
| – | – | ﹤0.01% | 494 |
|
|
2014
Q1 | $8K | Sell |
63
-181
| -74% | -$23K | ﹤0.01% | 470 |
|
|
2013
Q4 | $31K | Sell |
244
-129
| -35% | -$16.4K | 0.01% | 395 |
|
|
2013
Q3 | $41K | Buy |
+373
| New | +$41K | 0.02% | 279 |
|