Wells Trecaso Financial Group’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 | $522K | Buy |
748
+1
| +0.1% | +$698 | 0.16% | 59 |
|
|
2025
Q1 | $454K | Buy |
747
+1
| +0.1% | +$608 | 0.15% | 63 |
|
|
2024
Q4 | $475K | Sell |
746
-12
| -2% | -$7.64K | 0.16% | 61 |
|
|
2024
Q3 | $479K | Buy |
758
+11
| +1% | +$6.95K | 0.16% | 62 |
|
|
2024
Q2 | $378K | Hold |
747
| – | – | 0.13% | 68 |
|
|
2024
Q1 | $415K | Sell |
747
-71
| -9% | -$39.5K | 0.15% | 66 |
|
|
2023
Q4 | $377K | Sell |
818
-2
| -0.2% | -$921 | 0.15% | 65 |
|
|
2023
Q3 | $319K | Hold |
820
| – | – | 0.14% | 67 |
|
|
2023
Q2 | $320K | Hold |
820
| – | – | 0.14% | 69 |
|
|
2023
Q1 | $276K | Hold |
820
| – | – | 0.13% | 73 |
|
|
2022
Q4 | $239K | Buy |
+820
| New | +$239K | 0.12% | 72 |
|
|
2022
Q3 | – | Sell |
-820
| Closed | -$202K | – | 79 |
|
|
2022
Q2 | $202K | Hold |
820
| – | – | 0.1% | 76 |
|
|
2022
Q1 | $233K | Buy |
+820
| New | +$233K | 0.1% | 76 |
|