BIM
Baldwin Investment Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Hold |
603
| – | – | 0.05% | 163 |
|
|
2025
Q1 | $367K | Hold |
603
| – | – | 0.04% | 167 |
|
|
2024
Q4 | $384K | Hold |
603
| – | – | 0.05% | 164 |
|
|
2024
Q3 | $381K | Hold |
603
| – | – | 0.05% | 168 |
|
|
2024
Q2 | $305K | Hold |
603
| – | – | 0.04% | 179 |
|
|
2024
Q1 | $335K | Sell |
603
-50
| -8% | -$27.8K | 0.05% | 177 |
|
|
2023
Q4 | $301K | Hold |
653
| – | – | 0.05% | 170 |
|
|
2023
Q3 | $254K | Hold |
653
| – | – | 0.04% | 176 |
|
|
2023
Q2 | $255K | Hold |
653
| – | – | 0.04% | 178 |
|
|
2023
Q1 | $219K | Sell |
653
-47
| -7% | -$15.8K | 0.04% | 191 |
|
|
2022
Q4 | $204K | Buy |
+700
| New | +$204K | 0.04% | 192 |
|
|
2022
Q1 | – | Sell |
-700
| Closed | -$223 | – | 254 |
|
|
2021
Q4 | $223 | Buy |
+700
| New | +$223 | 0.03% | 234 |
|
|
2021
Q3 | – | Sell |
-700
| Closed | -$215K | – | 255 |
|
|
2021
Q2 | $215K | Sell |
700
-150
| -18% | -$46.1K | 0.04% | 239 |
|
|
2021
Q1 | $268K | Hold |
850
| – | – | 0.05% | 212 |
|
|
2020
Q4 | $232K | Buy |
+850
| New | +$232K | 0.05% | 216 |
|