EFA
Evernest Financial Advisors’s Parker-Hannifin PH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $392K | Buy |
561
+136
| +32% | +$95K | 0.13% | 121 |
|
2025
Q1 | $258K | Buy |
425
+28
| +7% | +$17K | 0.09% | 136 |
|
2024
Q4 | $253K | Buy |
397
+27
| +7% | +$17.2K | 0.07% | 141 |
|
2024
Q3 | $234K | Buy |
+370
| New | +$234K | 0.06% | 145 |
|
2024
Q2 | – | Sell |
-487
| Closed | -$260K | – | 129 |
|
2024
Q1 | $260K | Buy |
+487
| New | +$260K | 0.12% | 114 |
|