EWM
Evermay Wealth Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Buy |
637
+194
| +44% | +$136K | 0.05% | 136 |
|
|
2025
Q1 | $269K | Buy |
443
+2
| +0.5% | +$1.22K | 0.04% | 166 |
|
|
2024
Q4 | $280K | Buy |
441
+3
| +0.7% | +$1.91K | 0.04% | 167 |
|
|
2024
Q3 | $277K | Buy |
438
+55
| +14% | +$34.8K | 0.04% | 165 |
|
|
2024
Q2 | $194K | Sell |
383
-23
| -6% | -$11.6K | 0.03% | 201 |
|
|
2024
Q1 | $226K | Sell |
406
-139
| -26% | -$77.3K | 0.03% | 189 |
|
|
2023
Q4 | $251K | Sell |
545
-21
| -4% | -$9.68K | 0.05% | 161 |
|
|
2023
Q3 | $220K | Buy |
566
+44
| +8% | +$17.1K | 0.05% | 160 |
|
|
2023
Q2 | $204K | Sell |
522
-13
| -2% | -$5.07K | 0.04% | 175 |
|
|
2023
Q1 | $180K | Buy |
535
+72
| +16% | +$24.2K | 0.04% | 185 |
|
|
2022
Q4 | $135K | Buy |
463
+114
| +33% | +$33.2K | 0.03% | 202 |
|
|
2022
Q3 | $85K | Buy |
349
+92
| +36% | +$22.4K | 0.02% | 232 |
|
|
2022
Q2 | $63K | Buy |
257
+32
| +14% | +$7.84K | 0.01% | 260 |
|
|
2022
Q1 | $64K | Buy |
+225
| New | +$64K | 0.01% | 280 |
|