Wealthquest’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 | $381K | Buy |
546
+7
| +1% | +$4.89K | 0.03% | 91 |
|
|
2025
Q1 | $328K | Sell |
539
-8
| -1% | -$4.86K | 0.03% | 95 |
|
|
2024
Q4 | $348K | Buy |
547
+12
| +2% | +$7.63K | 0.03% | 91 |
|
|
2024
Q3 | $337K | Buy |
535
+3
| +0.6% | +$1.89K | 0.03% | 95 |
|
|
2024
Q2 | $269K | Hold |
532
| – | – | 0.03% | 104 |
|
|
2024
Q1 | $296K | Buy |
532
+4
| +0.8% | +$2.22K | 0.03% | 106 |
|
|
2023
Q4 | $243K | Hold |
528
| – | – | 0.03% | 121 |
|
|
2023
Q3 | $206K | Hold |
528
| – | – | 0.03% | 124 |
|
|
2023
Q2 | $206K | Buy |
+528
| New | +$206K | 0.02% | 117 |
|
|
2019
Q4 | $212K | Buy |
+1,033
| New | +$212K | 0.06% | 128 |
|