EWA
EverSource Wealth Advisors’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $776K | Buy |
1,111
+220
| +25% | +$154K | 0.04% | 337 |
|
|
2025
Q1 | $542K | Buy |
891
+207
| +30% | +$126K | 0.03% | 366 |
|
|
2024
Q4 | $435K | Buy |
684
+258
| +61% | +$164K | 0.02% | 403 |
|
|
2024
Q3 | $269K | Buy |
426
+24
| +6% | +$15.1K | 0.02% | 478 |
|
|
2024
Q2 | $226K | Buy |
402
+14
| +4% | +$7.87K | 0.02% | 519 |
|
|
2024
Q1 | $211K | Sell |
388
-40
| -9% | -$21.8K | 0.02% | 470 |
|
|
2023
Q4 | $197K | Buy |
428
+16
| +4% | +$7.37K | 0.02% | 434 |
|
|
2023
Q3 | $160K | Sell |
412
-25
| -6% | -$9.72K | 0.02% | 448 |
|
|
2023
Q2 | $170K | Sell |
437
-23
| -5% | -$8.97K | 0.02% | 443 |
|
|
2023
Q1 | $154K | Sell |
460
-65
| -12% | -$21.8K | 0.02% | 429 |
|
|
2022
Q4 | $153K | Sell |
525
-45
| -8% | -$13.1K | 0.02% | 400 |
|
|
2022
Q3 | $138K | Sell |
570
-317
| -36% | -$76.7K | 0.03% | 357 |
|
|
2022
Q2 | $218K | Sell |
887
-287
| -24% | -$70.5K | 0.06% | 247 |
|
|
2022
Q1 | $333K | Buy |
1,174
+211
| +22% | +$59.8K | 0.08% | 197 |
|
|
2021
Q4 | $306K | Buy |
+963
| New | +$306K | 0.09% | 170 |
|