CWP
CFM Wealth Partners’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Hold |
543
| – | – | 0.06% | 104 |
|
|
2025
Q1 | $330K | Hold |
543
| – | – | 0.06% | 113 |
|
|
2024
Q4 | $345K | Hold |
543
| – | – | 0.06% | 110 |
|
|
2024
Q3 | $343K | Hold |
543
| – | – | 0.06% | 114 |
|
|
2024
Q2 | $275K | Hold |
543
| – | – | 0.05% | 128 |
|
|
2024
Q1 | $302K | Hold |
543
| – | – | 0.06% | 131 |
|
|
2023
Q4 | $250K | Hold |
543
| – | – | 0.06% | 147 |
|
|
2023
Q3 | $212K | Sell |
543
-118
| -18% | -$46K | 0.06% | 136 |
|
|
2023
Q2 | $258K | Hold |
661
| – | – | 0.06% | 145 |
|
|
2023
Q1 | $222K | Sell |
661
-142
| -18% | -$47.7K | 0.06% | 144 |
|
|
2022
Q4 | $234K | Buy |
+803
| New | +$234K | 0.07% | 146 |
|
|
2022
Q2 | – | Sell |
-803
| Closed | -$228K | – | 180 |
|
|
2022
Q1 | $228K | Hold |
803
| – | – | 0.05% | 172 |
|
|
2021
Q4 | $254K | Hold |
803
| – | – | 0.06% | 157 |
|
|
2021
Q3 | $224K | Hold |
803
| – | – | 0.06% | 171 |
|
|
2021
Q2 | $247K | Sell |
803
-160
| -17% | -$49.2K | 0.07% | 152 |
|
|
2021
Q1 | $304K | Hold |
963
| – | – | 0.09% | 124 |
|
|
2020
Q4 | $262K | Buy |
+963
| New | +$262K | 0.08% | 129 |
|
|
2020
Q3 | – | Sell |
-963
| Closed | -$176K | – | 377 |
|
|
2020
Q2 | $176K | Hold |
963
| – | – | 0.07% | 160 |
|
|
2020
Q1 | $125K | Sell |
963
-337
| -26% | -$43.7K | 0.06% | 172 |
|
|
2019
Q4 | $270K | Buy |
+1,300
| New | +$270K | 0.1% | 125 |
|