CWM
Connecticut Wealth Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $963K | Hold |
1,379
| – | – | 0.05% | 153 |
|
|
2025
Q1 | $838K | Sell |
1,379
-31
| -2% | -$18.8K | 0.04% | 163 |
|
|
2024
Q4 | $897K | Buy |
1,410
+13
| +0.9% | +$8.27K | 0.04% | 139 |
|
|
2024
Q3 | $883K | Sell |
1,397
-11
| -0.8% | -$6.95K | 0.04% | 164 |
|
|
2024
Q2 | $712K | Sell |
1,408
-992
| -41% | -$502K | 0.04% | 187 |
|
|
2024
Q1 | $1.33M | Sell |
2,400
-37
| -2% | -$20.6K | 0.07% | 117 |
|
|
2023
Q4 | $1.12M | Buy |
+2,437
| New | +$1.12M | 0.06% | 134 |
|