EFS
Essex Financial Services’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $825K | Buy |
1,181
+119
| +11% | +$83.1K | 0.05% | 298 |
|
|
2025
Q1 | $646K | Buy |
1,062
+12
| +1% | +$7.3K | 0.05% | 327 |
|
|
2024
Q4 | $668K | Buy |
1,050
+41
| +4% | +$26.1K | 0.05% | 320 |
|
|
2024
Q3 | $635K | Buy |
1,009
+21
| +2% | +$13.2K | 0.05% | 330 |
|
|
2024
Q2 | $561K | Buy |
988
+449
| +83% | +$255K | 0.04% | 353 |
|
|
2024
Q1 | $300K | Buy |
539
+22
| +4% | +$12.2K | 0.03% | 424 |
|
|
2023
Q4 | $238K | Buy |
+517
| New | +$238K | 0.02% | 448 |
|
|
2023
Q3 | – | Sell |
-513
| Closed | -$200K | – | 488 |
|
|
2023
Q2 | $200K | Buy |
+513
| New | +$200K | 0.02% | 454 |
|