Carson Wealth (CWM LLC)’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.44M | Buy |
4,924
+134
| +3% | +$93.6K | 0.01% | 720 |
|
|
2025
Q1 | $2.91M | Buy |
4,790
+163
| +4% | +$99.1K | 0.01% | 696 |
|
|
2024
Q4 | $2.94M | Buy |
4,627
+264
| +6% | +$168K | 0.01% | 639 |
|
|
2024
Q3 | $2.76M | Buy |
4,363
+346
| +9% | +$219K | 0.01% | 599 |
|
|
2024
Q2 | $2.03M | Buy |
4,017
+330
| +9% | +$167K | 0.01% | 644 |
|
|
2024
Q1 | $2.05M | Sell |
3,687
-23
| -0.6% | -$12.8K | 0.01% | 611 |
|
|
2023
Q4 | $1.71M | Buy |
3,710
+692
| +23% | +$319K | 0.01% | 610 |
|
|
2023
Q3 | $1.18M | Buy |
3,018
+495
| +20% | +$193K | 0.01% | 679 |
|
|
2023
Q2 | $984K | Buy |
2,523
+210
| +9% | +$81.9K | 0.01% | 722 |
|
|
2023
Q1 | $778K | Buy |
2,313
+40
| +2% | +$13.5K | 0.01% | 733 |
|
|
2022
Q4 | $661K | Buy |
2,273
+379
| +20% | +$110K | ﹤0.01% | 718 |
|
|
2022
Q3 | $459K | Buy |
1,894
+669
| +55% | +$162K | ﹤0.01% | 774 |
|
|
2022
Q2 | $301K | Buy |
1,225
+488
| +66% | +$120K | ﹤0.01% | 890 |
|
|
2022
Q1 | $209K | Buy |
737
+187
| +34% | +$53K | ﹤0.01% | 1019 |
|
|
2021
Q4 | $175K | Buy |
+550
| New | +$175K | ﹤0.01% | 1083 |
|
|
2021
Q2 | $106K | Hold |
344
| – | – | ﹤0.01% | 1114 |
|
|
2021
Q1 | $106K | Hold |
344
| – | – | ﹤0.01% | 1114 |
|
|
2020
Q4 | $106K | Hold |
344
| – | – | ﹤0.01% | 1114 |
|
|
2020
Q3 | $106K | Hold |
344
| – | – | ﹤0.01% | 1114 |
|
|
2020
Q2 | $106K | Hold |
344
| – | – | ﹤0.01% | 1114 |
|
|
2020
Q1 | $106K | Hold |
344
| – | – | ﹤0.01% | 1114 |
|
|
2019
Q4 | $106K | Hold |
344
| – | – | ﹤0.01% | 1114 |
|
|
2019
Q3 | $106K | Hold |
344
| – | – | ﹤0.01% | 1114 |
|
|
2019
Q2 | $106K | Hold |
344
| – | – | ﹤0.01% | 1114 |
|
|
2019
Q1 | $106K | Buy |
344
+128
| +59% | +$39.4K | ﹤0.01% | 1114 |
|
|
2018
Q4 | $32K | Buy |
216
+5
| +2% | +$741 | ﹤0.01% | 996 |
|
|
2018
Q3 | $39K | Buy |
211
+11
| +6% | +$2.03K | ﹤0.01% | 795 |
|
|
2018
Q2 | $31K | Sell |
200
-26
| -12% | -$4.03K | ﹤0.01% | 737 |
|
|
2018
Q1 | $39K | Hold |
226
| – | – | ﹤0.01% | 597 |
|
|
2017
Q4 | $45K | Hold |
226
| – | – | ﹤0.01% | 543 |
|
|
2017
Q3 | $40K | Sell |
226
-1
| -0.4% | -$177 | ﹤0.01% | 558 |
|
|
2017
Q2 | $36K | Buy |
227
+27
| +14% | +$4.28K | ﹤0.01% | 531 |
|
|
2017
Q1 | $32K | Hold |
200
| – | – | ﹤0.01% | 530 |
|
|
2016
Q4 | $28K | Hold |
200
| – | – | ﹤0.01% | 528 |
|
|
2016
Q3 | $25K | Hold |
200
| – | – | ﹤0.01% | 518 |
|
|
2016
Q2 | $22K | Sell |
200
-195
| -49% | -$21.5K | ﹤0.01% | 459 |
|
|
2016
Q1 | $44K | Hold |
395
| – | – | ﹤0.01% | 354 |
|
|
2015
Q4 | $38K | Hold |
395
| – | – | ﹤0.01% | 343 |
|
|
2015
Q3 | $38K | Buy |
+395
| New | +$38K | ﹤0.01% | 305 |
|
|
2014
Q1 | – | Sell |
-400
| Closed | -$51K | – | 363 |
|
|
2013
Q4 | $51K | Hold |
400
| – | – | 0.01% | 239 |
|
|
2013
Q3 | $43K | Buy |
+400
| New | +$43K | 0.01% | 196 |
|