BWM
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 |
|