CTWM
Cherry Tree Wealth Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.9K | Sell |
80
-22
| -22% | -$15.4K | 0.01% | 250 |
|
|
2025
Q1 | $62K | Buy |
102
+26
| +34% | +$15.8K | 0.02% | 244 |
|
|
2024
Q4 | $48.3K | Hold |
76
| – | – | 0.01% | 252 |
|
|
2024
Q3 | $48K | Hold |
76
| – | – | 0.01% | 260 |
|
|
2024
Q2 | $38.4K | Buy |
76
+22
| +41% | +$11.1K | 0.01% | 276 |
|
|
2024
Q1 | $30K | Sell |
54
-27
| -33% | -$15K | 0.01% | 289 |
|
|
2023
Q4 | $37.3K | Buy |
81
+25
| +45% | +$11.5K | 0.01% | 259 |
|
|
2023
Q3 | $21.8K | Hold |
56
| – | – | 0.01% | 284 |
|
|
2023
Q2 | $21.8K | Buy |
+56
| New | +$21.8K | 0.01% | 281 |
|