EWM
Evercore Wealth Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
3,013
+435
| +17% | +$304K | 0.03% | 152 |
|
|
2025
Q1 | $1.57M | Sell |
2,578
-175
| -6% | -$106K | 0.03% | 177 |
|
|
2024
Q4 | $1.75M | Hold |
2,753
| – | – | 0.03% | 168 |
|
|
2024
Q3 | $1.74M | Sell |
2,753
-186
| -6% | -$118K | 0.03% | 170 |
|
|
2024
Q2 | $1.49M | Sell |
2,939
-20
| -0.7% | -$10.1K | 0.02% | 187 |
|
|
2024
Q1 | $1.64M | Buy |
2,959
+12
| +0.4% | +$6.67K | 0.03% | 178 |
|
|
2023
Q4 | $1.36M | Sell |
2,947
-40
| -1% | -$18.4K | 0.02% | 193 |
|
|
2023
Q3 | $1.16M | Sell |
2,987
-2
| -0.1% | -$779 | 0.02% | 202 |
|
|
2023
Q2 | $1.17M | Buy |
+2,989
| New | +$1.17M | 0.02% | 202 |
|
|
2018
Q1 | – | Sell |
-450
| Closed | -$90K | – | 676 |
|
|
2017
Q4 | $90K | Hold |
450
| – | – | ﹤0.01% | 486 |
|
|
2017
Q3 | $79K | Hold |
450
| – | – | ﹤0.01% | 503 |
|
|
2017
Q2 | $72K | Hold |
450
| – | – | ﹤0.01% | 525 |
|
|
2017
Q1 | $72K | Sell |
450
-10
| -2% | -$1.6K | ﹤0.01% | 540 |
|
|
2016
Q4 | $64K | Sell |
460
-390
| -46% | -$54.3K | ﹤0.01% | 562 |
|
|
2016
Q3 | $107K | Hold |
850
| – | – | ﹤0.01% | 467 |
|
|
2016
Q2 | $92K | Buy |
850
+300
| +55% | +$32.5K | ﹤0.01% | 476 |
|
|
2016
Q1 | $61K | Hold |
550
| – | – | ﹤0.01% | 533 |
|
|
2015
Q4 | $53K | Buy |
+550
| New | +$53K | ﹤0.01% | 584 |
|
|
2015
Q3 | – | Sell |
-410
| Closed | -$48K | – | 1035 |
|
|
2015
Q2 | $48K | Hold |
410
| – | – | ﹤0.01% | 642 |
|
|
2015
Q1 | $49K | Sell |
410
-147
| -26% | -$17.6K | ﹤0.01% | 631 |
|
|
2014
Q4 | $72K | Sell |
557
-38
| -6% | -$4.91K | ﹤0.01% | 507 |
|
|
2014
Q3 | $67K | Sell |
595
-11
| -2% | -$1.24K | ﹤0.01% | 572 |
|
|
2014
Q2 | $75K | Buy |
606
+49
| +9% | +$6.06K | ﹤0.01% | 554 |
|
|
2014
Q1 | $67K | Sell |
557
-78
| -12% | -$9.38K | ﹤0.01% | 549 |
|
|
2013
Q4 | $82K | Sell |
635
-9,427
| -94% | -$1.22M | ﹤0.01% | 487 |
|
|
2013
Q3 | $1.09M | Sell |
10,062
-7,088
| -41% | -$771K | 0.06% | 202 |
|
|
2013
Q2 | $1.64M | Buy |
+17,150
| New | +$1.64M | 0.09% | 172 |
|