Compass Wealth Management’s Parker-Hannifin PH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $210K | Hold |
300
| – | – | 0.05% | 148 |
|
2025
Q1 | $182K | Hold |
300
| – | – | 0.05% | 154 |
|
2024
Q4 | $191K | Hold |
300
| – | – | 0.05% | 153 |
|
2024
Q3 | $190K | Hold |
300
| – | – | 0.04% | 159 |
|
2024
Q2 | $152K | Hold |
300
| – | – | 0.04% | 165 |
|
2024
Q1 | $167K | Hold |
300
| – | – | 0.04% | 169 |
|
2023
Q4 | $138K | Hold |
300
| – | – | 0.04% | 171 |
|
2023
Q3 | $117K | Hold |
300
| – | – | 0.04% | 173 |
|
2023
Q2 | $117K | Hold |
300
| – | – | 0.04% | 175 |
|
2023
Q1 | $101K | Hold |
300
| – | – | 0.03% | 185 |
|
2022
Q4 | $87.3K | Buy |
+300
| New | +$87.3K | 0.03% | 191 |
|