BTWM
Baker Tilly Wealth Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-686
| Closed | -$381K | – | 381 |
|
|
2024
Q1 | $381K | Sell |
686
-8
| -1% | -$4.45K | 0.07% | 312 |
|
|
2023
Q4 | $320K | Sell |
694
-81
| -10% | -$37.3K | 0.05% | 375 |
|
|
2023
Q3 | $302K | Sell |
775
-1,467
| -65% | -$571K | 0.05% | 366 |
|
|
2023
Q2 | $874K | Sell |
2,242
-190
| -8% | -$74.1K | 0.09% | 225 |
|
|
2023
Q1 | $817K | Sell |
2,432
-8
| -0.3% | -$2.69K | 0.09% | 235 |
|
|
2022
Q4 | $710K | Buy |
2,440
+46
| +2% | +$13.4K | 0.09% | 252 |
|
|
2022
Q3 | $580K | Sell |
2,394
-32
| -1% | -$7.75K | 0.08% | 261 |
|
|
2022
Q2 | $597K | Sell |
2,426
-46
| -2% | -$11.3K | 0.08% | 258 |
|
|
2022
Q1 | $701K | Sell |
2,472
-203
| -8% | -$57.6K | 0.08% | 260 |
|
|
2021
Q4 | $851K | Buy |
2,675
+213
| +9% | +$67.8K | 0.09% | 238 |
|
|
2021
Q3 | $688K | Sell |
2,462
-67
| -3% | -$18.7K | 0.09% | 249 |
|
|
2021
Q2 | $777K | Buy |
2,529
+31
| +1% | +$9.52K | 0.13% | 183 |
|
|
2021
Q1 | $788K | Buy |
+2,498
| New | +$788K | 0.16% | 163 |
|