Wolf Group Capital Advisors’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.39M | Sell |
3,938
-1,248
| -24% | -$759K | 0.8% | 35 |
|
|
2024
Q4 | $2.02M | Hold |
5,186
| – | – | 0.98% | 35 |
|
|
2024
Q3 | $2.02M | Buy |
5,186
+961
| +23% | +$375K | 0.96% | 36 |
|
|
2024
Q2 | $2.14M | Sell |
4,225
-961
| -19% | -$486K | 0.84% | 40 |
|
|
2024
Q1 | $2.02M | Hold |
5,186
| – | – | 0.96% | 36 |
|
|
2023
Q4 | $2.02M | Buy |
5,186
+266
| +5% | +$104K | 0.96% | 36 |
|
|
2023
Q3 | $1.92M | Sell |
4,920
-351
| -7% | -$137K | 0.91% | 41 |
|
|
2023
Q2 | $1.72M | Sell |
5,271
-64
| -1% | -$20.9K | 0.86% | 40 |
|
|
2023
Q1 | $1.79M | Sell |
5,335
-132
| -2% | -$44.4K | 0.89% | 39 |
|
|
2022
Q4 | $1.59M | Buy |
+5,467
| New | +$1.59M | 0.75% | 52 |
|