CWM
Cornerstone Wealth Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.77M | Buy |
8,265
+375
| +5% | +$262K | 0.35% | 69 |
|
|
2025
Q1 | $4.8M | Sell |
7,890
-38
| -0.5% | -$23.1K | 0.32% | 73 |
|
|
2024
Q4 | $5.04M | Sell |
7,928
-907
| -10% | -$577K | 0.34% | 73 |
|
|
2024
Q3 | $5.58M | Buy |
8,835
+124
| +1% | +$78.3K | 0.39% | 63 |
|
|
2024
Q2 | $4.41M | Sell |
8,711
-609
| -7% | -$308K | 0.34% | 74 |
|
|
2024
Q1 | $5.18M | Sell |
9,320
-902
| -9% | -$501K | 0.42% | 55 |
|
|
2023
Q4 | $4.71M | Sell |
10,222
-33
| -0.3% | -$15.2K | 0.41% | 54 |
|
|
2023
Q3 | $4M | Sell |
10,255
-101
| -1% | -$39.3K | 0.38% | 59 |
|
|
2023
Q2 | $4.04M | Buy |
10,356
+670
| +7% | +$261K | 0.36% | 59 |
|
|
2023
Q1 | $3.26M | Buy |
+9,686
| New | +$3.26M | 0.32% | 70 |
|
|
2022
Q3 | $2.03M | Buy |
8,375
+1,053
| +14% | +$255K | 0.23% | 95 |
|
|
2022
Q2 | $1.8M | Buy |
7,322
+821
| +13% | +$202K | 0.2% | 107 |
|
|
2022
Q1 | $1.85M | Buy |
6,501
+236
| +4% | +$67K | 0.18% | 113 |
|
|
2021
Q4 | $1.99M | Buy |
6,265
+217
| +4% | +$69K | 0.19% | 120 |
|
|
2021
Q3 | $1.69M | Buy |
6,048
+610
| +11% | +$171K | 0.18% | 124 |
|
|
2021
Q2 | $1.67M | Buy |
5,438
+340
| +7% | +$104K | 0.18% | 124 |
|
|
2021
Q1 | $1.61M | Sell |
5,098
-765
| -13% | -$241K | 0.19% | 115 |
|
|
2020
Q4 | $1.6M | Sell |
5,863
-82
| -1% | -$22.3K | 0.2% | 108 |
|
|
2020
Q3 | $1.2M | Sell |
5,945
-283
| -5% | -$57.3K | 0.18% | 112 |
|
|
2020
Q2 | $1.14M | Buy |
6,228
+434
| +7% | +$79.5K | 0.18% | 112 |
|
|
2020
Q1 | $752K | Sell |
5,794
-676
| -10% | -$87.7K | 0.15% | 143 |
|
|
2019
Q4 | $1.33M | Buy |
6,470
+442
| +7% | +$91K | 0.22% | 89 |
|
|
2019
Q3 | $1.09M | Buy |
6,028
+255
| +4% | +$46.1K | 0.19% | 108 |
|
|
2019
Q2 | $987K | Buy |
5,773
+600
| +12% | +$103K | 0.18% | 122 |
|
|
2019
Q1 | $2.62M | Buy |
5,173
+982
| +23% | +$497K | 0.32% | 73 |
|
|
2018
Q4 | $627K | Sell |
4,191
-282,959
| -99% | -$42.3M | 0.13% | 159 |
|
|
2018
Q3 | $1.62M | Sell |
287,150
-133,191
| -32% | -$751K | 0.02% | 569 |
|
|
2018
Q2 | $2.69M | Buy |
420,341
+417,839
| +16,700% | +$2.68M | 0.03% | 446 |
|
|
2018
Q1 | $417K | Buy |
2,502
+388
| +18% | +$64.7K | 0.08% | 253 |
|
|
2017
Q4 | $435K | Buy |
2,114
+495
| +31% | +$102K | 0.08% | 241 |
|
|
2017
Q3 | $287K | Buy |
+1,619
| New | +$287K | 0.06% | 295 |
|