BWM
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BCS Wealth Management’s Parker-Hannifin PH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.57M Buy
2,253
+154
+7% +$108K 0.34% 66
2025
Q1
$1.28M Sell
2,099
-122
-5% -$74.2K 0.33% 69
2024
Q4
$1.41M Buy
+2,221
New +$1.41M 0.35% 64
2024
Q2
Sell
-1,889
Closed -$1.05M 201
2024
Q1
$1.05M Hold
1,889
0.34% 69
2023
Q4
$870K Hold
1,889
0.32% 79
2023
Q3
$736K Buy
+1,889
New +$736K 0.31% 78