Williams Jones Wealth Management’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 | $13.8M | Buy |
19,788
+86
| +0.4% | +$60.1K | 0.17% | 84 |
|
|
2025
Q1 | $12M | Sell |
19,702
-180
| -0.9% | -$109K | 0.15% | 91 |
|
|
2024
Q4 | $12.6M | Sell |
19,882
-353
| -2% | -$225K | 0.15% | 90 |
|
|
2024
Q3 | $12.8M | Buy |
20,235
+25
| +0.1% | +$15.8K | 0.15% | 95 |
|
|
2024
Q2 | $10.2M | Buy |
20,210
+979
| +5% | +$495K | 0.13% | 102 |
|
|
2024
Q1 | $10.7M | Sell |
19,231
-890
| -4% | -$495K | 0.14% | 99 |
|
|
2023
Q4 | $9.27M | Sell |
20,121
-476
| -2% | -$219K | 0.13% | 106 |
|
|
2023
Q3 | $8.02M | Sell |
20,597
-849
| -4% | -$331K | 0.12% | 110 |
|
|
2023
Q2 | $8.36M | Buy |
21,446
+734
| +4% | +$286K | 0.13% | 111 |
|
|
2023
Q1 | $6.96M | Buy |
20,712
+21
| +0.1% | +$7.06K | 0.11% | 124 |
|
|
2022
Q4 | $6.02M | Sell |
20,691
-658
| -3% | -$191K | 0.1% | 130 |
|
|
2022
Q3 | $5.17M | Sell |
21,349
-602
| -3% | -$146K | 0.09% | 134 |
|
|
2022
Q2 | $5.4M | Buy |
21,951
+3
| +0% | +$738 | 0.09% | 139 |
|
|
2022
Q1 | $6.23M | Buy |
21,948
+146
| +0.7% | +$41.4K | 0.09% | 131 |
|
|
2021
Q4 | $6.94M | Buy |
21,802
+25
| +0.1% | +$7.95K | 0.09% | 123 |
|
|
2021
Q3 | $6.09M | Buy |
21,777
+55
| +0.3% | +$15.4K | 0.09% | 130 |
|
|
2021
Q2 | $6.67M | Buy |
21,722
+218
| +1% | +$67K | 0.09% | 124 |
|
|
2021
Q1 | $6.78M | Buy |
21,504
+1,230
| +6% | +$388K | 0.11% | 120 |
|
|
2020
Q4 | $5.52M | Buy |
20,274
+400
| +2% | +$109K | 0.09% | 124 |
|
|
2020
Q3 | $4.02M | Buy |
+19,874
| New | +$4.02M | 0.07% | 129 |
|