WBH Advisory’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
$1.07M Sell
1,539
-26
-2% -$18.2K 0.09% 150
2025
Q1
$951K Sell
1,565
-43
-3% -$26.1K 0.09% 161
2024
Q4
$1.02M Sell
1,608
-65
-4% -$41.3K 0.09% 147
2024
Q3
$1.06M Hold
1,673
0.1% 149
2024
Q2
$846K Sell
1,673
-5
-0.3% -$2.53K 0.09% 162
2024
Q1
$933K Sell
1,678
-25
-1% -$13.9K 0.1% 154
2023
Q4
$785K Sell
1,703
-25
-1% -$11.5K 0.09% 171
2023
Q3
$673K Sell
1,728
-155
-8% -$60.4K 0.08% 171
2023
Q2
$734K Hold
1,883
0.09% 169
2023
Q1
$633K Buy
+1,883
New +$633K 0.08% 188
2022
Q3
$358K Hold
1,478
0.05% 217
2022
Q2
$367K Hold
1,478
0.05% 227
2022
Q1
$408K Hold
1,478
0.05% 226
2021
Q4
$470K Sell
1,478
-25
-2% -$7.95K 0.05% 228
2021
Q3
$420K Hold
1,503
0.06% 218
2021
Q2
$465K Hold
1,503
0.07% 188
2021
Q1
$474K Sell
1,503
-100
-6% -$31.5K 0.08% 181
2020
Q4
$460K Sell
1,603
-50
-3% -$14.3K 0.08% 178
2020
Q3
$334K Hold
1,653
0.07% 193
2020
Q2
$302K Hold
1,653
0.07% 197
2020
Q1
$214 Sell
1,653
-25
-1% -$3 0.05% 212
2019
Q4
$345K Sell
1,678
-25
-1% -$5.14K 0.07% 190
2019
Q3
$307K Sell
1,703
-300
-15% -$54.1K 0.07% 194
2019
Q2
$340K Sell
2,003
-50
-2% -$8.49K 0.08% 180
2019
Q1
$352K Buy
2,053
+25
+1% +$4.29K 0.08% 180
2018
Q4
$302 Sell
2,028
-100
-5% -$15 0.07% 187
2018
Q3
$391K Hold
2,128
0.09% 176
2018
Q2
$331K Hold
2,128
0.09% 182
2018
Q1
$363K Hold
2,128
0.1% 172
2017
Q4
$424K Sell
2,128
-100
-4% -$19.9K 0.11% 160
2017
Q3
$389K Hold
2,228
0.11% 161
2017
Q2
$356K Sell
2,228
-75
-3% -$12K 0.1% 163
2017
Q1
$369K Hold
2,303
0.11% 165
2016
Q4
$322K Hold
2,303
0.11% 173
2016
Q3
$289K Buy
2,303
+225
+11% +$28.2K 0.1% 175
2016
Q2
$224K Sell
2,078
-1,345
-39% -$145K 0.09% 179
2016
Q1
$380K Hold
3,423
0.13% 135
2015
Q4
$331 Sell
3,423
-186
-5% -$18 0.12% 146
2015
Q3
$351K Sell
3,609
-116
-3% -$11.3K 0.15% 140
2015
Q2
$433K Sell
3,725
-550
-13% -$63.9K 0.17% 128
2015
Q1
$507 Sell
4,275
-284
-6% -$34 0.14% 124
2014
Q4
$587K Hold
4,559
0.22% 105
2014
Q3
$520K Sell
4,559
-100
-2% -$11.4K 0.18% 116
2014
Q2
$585K Sell
4,659
-499
-10% -$62.7K 0.22% 109
2014
Q1
$617K Sell
5,158
-3,774
-42% -$451K 0.25% 99
2013
Q4
$1.15M Hold
8,932
0.46% 55
2013
Q3
$971K Buy
8,932
+1
+0% +$109 0.43% 61
2013
Q2
$852K Buy
+8,931
New +$852K 0.39% 66