EWM
Endowment Wealth Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Sell |
688
-26
| -4% | -$18.2K | 0.25% | 76 |
|
|
2025
Q1 | $434K | Buy |
714
+63
| +10% | +$38.3K | 0.28% | 73 |
|
|
2024
Q4 | $414K | Sell |
651
-29
| -4% | -$18.5K | 0.28% | 72 |
|
|
2024
Q3 | $430K | Sell |
680
-89
| -12% | -$56.2K | 0.28% | 72 |
|
|
2024
Q2 | $389K | Sell |
769
-103
| -12% | -$52.1K | 0.28% | 73 |
|
|
2024
Q1 | $485K | Sell |
872
-111
| -11% | -$61.7K | 0.36% | 68 |
|
|
2023
Q4 | $453K | Sell |
983
-27
| -3% | -$12.4K | 0.38% | 62 |
|
|
2023
Q3 | $393K | Sell |
1,010
-2
| -0.2% | -$779 | 0.35% | 72 |
|
|
2023
Q2 | $395K | Buy |
1,012
+63
| +7% | +$24.6K | 0.36% | 70 |
|
|
2023
Q1 | $319K | Sell |
949
-11
| -1% | -$3.7K | 0.32% | 79 |
|
|
2022
Q4 | $279K | Buy |
+960
| New | +$279K | 0.31% | 81 |
|