CWM
Centric Wealth Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Hold |
437
| – | – | 0.08% | 147 |
|
|
2025
Q1 | $266K | Hold |
437
| – | – | 0.07% | 146 |
|
|
2024
Q4 | $278K | Hold |
437
| – | – | 0.08% | 146 |
|
|
2024
Q3 | $310K | Hold |
437
| – | – | 0.08% | 141 |
|
|
2024
Q2 | $242K | Hold |
437
| – | – | 0.07% | 149 |
|
|
2024
Q1 | $238K | Hold |
437
| – | – | 0.08% | 144 |
|
|
2023
Q4 | $222K | Buy |
+437
| New | +$222K | 0.07% | 148 |
|