BWP
Balboa Wealth Partners’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $989K | Sell |
1,416
-9
| -0.6% | -$6.29K | 0.2% | 93 |
|
|
2025
Q1 | $866K | Sell |
1,425
-47
| -3% | -$28.6K | 0.21% | 87 |
|
|
2024
Q4 | $936K | Buy |
1,472
+44
| +3% | +$28K | 0.21% | 82 |
|
|
2024
Q3 | $902K | Buy |
1,428
+574
| +67% | +$363K | 0.22% | 88 |
|
|
2024
Q2 | $432K | Buy |
854
+188
| +28% | +$95.1K | 0.11% | 145 |
|
|
2024
Q1 | $370K | Buy |
+666
| New | +$370K | 0.11% | 140 |
|