AWM
Axxcess Wealth Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $808K | Buy |
1,157
+339
| +41% | +$237K | 0.02% | 478 |
|
|
2025
Q1 | $497K | Buy |
818
+121
| +17% | +$73.6K | 0.01% | 556 |
|
|
2024
Q4 | $443K | Sell |
697
-1
| -0.1% | -$636 | 0.01% | 572 |
|
|
2024
Q3 | $441K | Buy |
+698
| New | +$441K | 0.01% | 578 |
|
|
2024
Q2 | – | Sell |
-778
| Closed | -$432K | – | 919 |
|
|
2024
Q1 | $432K | Sell |
778
-651
| -46% | -$362K | 0.01% | 571 |
|
|
2023
Q4 | $658K | Buy |
1,429
+445
| +45% | +$205K | 0.02% | 448 |
|
|
2023
Q3 | $383K | Hold |
984
| – | – | 0.01% | 537 |
|
|
2023
Q2 | $384K | Hold |
984
| – | – | 0.03% | 401 |
|
|
2023
Q1 | $331K | Buy |
984
+268
| +37% | +$90.1K | 0.03% | 453 |
|
|
2022
Q4 | $208K | Buy |
+716
| New | +$208K | 0.02% | 553 |
|
|
2022
Q2 | – | Sell |
-716
| Closed | -$203K | – | 620 |
|
|
2022
Q1 | $203K | Hold |
716
| – | – | 0.02% | 584 |
|
|
2021
Q4 | $228K | Buy |
+716
| New | +$228K | 0.02% | 555 |
|