ZF
Zhang Financial’s Parker-Hannifin PH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.04M | Buy |
4,350
+2,997
| +222% | +$2.09M | 0.14% | 83 |
|
2025
Q1 | $822K | Buy |
+1,353
| New | +$822K | 0.04% | 178 |
|
2021
Q2 | – | Sell |
-644
| Closed | -$203K | – | 146 |
|
2021
Q1 | $203K | Sell |
644
-445
| -41% | -$140K | 0.05% | 126 |
|
2020
Q4 | $297K | Hold |
1,089
| – | – | 0.09% | 87 |
|
2020
Q3 | $220K | Hold |
1,089
| – | – | 0.08% | 92 |
|
2020
Q2 | $200K | Buy |
+1,089
| New | +$200K | 0.08% | 89 |
|
2020
Q1 | – | Sell |
-1,089
| Closed | -$224K | – | 103 |
|
2019
Q4 | $224K | Buy |
+1,089
| New | +$224K | 0.09% | 92 |
|
2018
Q4 | – | Sell |
-1,082
| Closed | -$200K | – | 85 |
|
2018
Q3 | $200K | Buy |
+1,082
| New | +$200K | 0.1% | 75 |
|
2018
Q2 | – | Sell |
-1,405
| Closed | -$234K | – | 78 |
|
2018
Q1 | $234K | Buy |
1,405
+4
| +0.3% | +$666 | 0.12% | 71 |
|
2017
Q4 | $288K | Buy |
1,401
+3
| +0.2% | +$617 | 0.14% | 65 |
|
2017
Q3 | $248K | Sell |
1,398
-175
| -11% | -$31K | 0.13% | 69 |
|
2017
Q2 | $257K | Buy |
1,573
+172
| +12% | +$28.1K | 0.14% | 67 |
|
2017
Q1 | $288K | Sell |
1,401
-164
| -10% | -$33.7K | 0.14% | 62 |
|
2016
Q4 | $223K | Buy |
+1,565
| New | +$223K | 0.12% | 70 |
|
2015
Q2 | – | Sell |
-2,285
| Closed | -$271K | – | 68 |
|
2015
Q1 | $271K | Buy |
2,285
+5
| +0.2% | +$593 | 0.17% | 58 |
|
2014
Q4 | $294K | Buy |
+2,280
| New | +$294K | 0.19% | 53 |
|