Wealthspire Advisors (New York)’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 | $897K | Buy |
1,284
+36
| +3% | +$25.1K | 0.01% | 413 |
|
|
2025
Q1 | $759K | Sell |
1,248
-137
| -10% | -$83.3K | ﹤0.01% | 441 |
|
|
2024
Q4 | $881K | Buy |
1,385
+62
| +5% | +$39.4K | 0.01% | 398 |
|
|
2024
Q3 | $836K | Buy |
1,323
+56
| +4% | +$35.4K | 0.01% | 398 |
|
|
2024
Q2 | $641K | Buy |
1,267
+107
| +9% | +$54.1K | 0.01% | 382 |
|
|
2024
Q1 | $645K | Sell |
1,160
-67
| -5% | -$37.2K | 0.01% | 380 |
|
|
2023
Q4 | $565K | Buy |
1,227
+73
| +6% | +$33.6K | 0.01% | 400 |
|
|
2023
Q3 | $450K | Buy |
1,154
+203
| +21% | +$79.1K | 0.01% | 411 |
|
|
2023
Q2 | $371K | Buy |
951
+52
| +6% | +$20.3K | 0.01% | 421 |
|
|
2023
Q1 | $302K | Sell |
899
-269
| -23% | -$90.4K | 0.01% | 440 |
|
|
2022
Q4 | $340K | Buy |
+1,168
| New | +$340K | 0.01% | 437 |
|
|
2022
Q3 | – | Sell |
-997
| Closed | -$245K | – | 539 |
|
|
2022
Q2 | $245K | Buy |
997
+4
| +0.4% | +$983 | 0.01% | 442 |
|
|
2022
Q1 | $282K | Sell |
993
-722
| -42% | -$205K | 0.01% | 359 |
|
|
2021
Q4 | $546K | Buy |
1,715
+444
| +35% | +$141K | 0.01% | 308 |
|
|
2021
Q3 | $355K | Buy |
1,271
+234
| +23% | +$65.4K | 0.01% | 429 |
|
|
2021
Q2 | $318K | Sell |
1,037
-1,222
| -54% | -$375K | 0.01% | 280 |
|
|
2021
Q1 | $713K | Buy |
2,259
+151
| +7% | +$47.7K | 0.02% | 323 |
|
|
2020
Q4 | $574K | Buy |
+2,108
| New | +$574K | 0.02% | 279 |
|
|
2020
Q2 | – | Sell |
-2,041
| Closed | -$265K | – | 459 |
|
|
2020
Q1 | $265K | Buy |
+2,041
| New | +$265K | 0.01% | 414 |
|
|
2019
Q1 | – | Sell |
-84
| Closed | -$13K | – | 596 |
|
|
2018
Q4 | $13K | Buy |
+84
| New | +$13K | ﹤0.01% | 443 |
|