EWM
Empirical Wealth Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Buy |
4,347
+47
| +1% | +$32.8K | 0.07% | 178 |
|
|
2025
Q1 | $2.61M | Buy |
4,300
+225
| +6% | +$137K | 0.07% | 179 |
|
|
2024
Q4 | $2.59M | Sell |
4,075
-58
| -1% | -$36.9K | 0.07% | 167 |
|
|
2024
Q3 | $2.61M | Sell |
4,133
-20
| -0.5% | -$12.6K | 0.07% | 166 |
|
|
2024
Q2 | $2.1M | Sell |
4,153
-344
| -8% | -$174K | 0.06% | 175 |
|
|
2024
Q1 | $2.5M | Buy |
4,497
+346
| +8% | +$192K | 0.08% | 155 |
|
|
2023
Q4 | $1.91M | Buy |
4,151
+329
| +9% | +$152K | 0.06% | 170 |
|
|
2023
Q3 | $1.49M | Buy |
3,822
+54
| +1% | +$21K | 0.06% | 182 |
|
|
2023
Q2 | $1.47M | Sell |
3,768
-459
| -11% | -$179K | 0.06% | 186 |
|
|
2023
Q1 | $1.42M | Sell |
4,227
-18
| -0.4% | -$6.05K | 0.06% | 169 |
|
|
2022
Q4 | $1.24M | Buy |
+4,245
| New | +$1.24M | 0.06% | 180 |
|
|
2022
Q2 | – | Sell |
-746
| Closed | -$211K | – | 511 |
|
|
2022
Q1 | $211K | Buy |
746
+31
| +4% | +$8.77K | 0.01% | 464 |
|
|
2021
Q4 | $227K | Buy |
+715
| New | +$227K | 0.01% | 474 |
|