FWM
FFT Wealth Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,150
| Closed | -$732K | – | 173 |
|
|
2024
Q4 | $732K | Buy |
1,150
+15
| +1% | +$9.54K | 0.06% | 73 |
|
|
2024
Q3 | $717K | Buy |
1,135
+40
| +4% | +$25.3K | 0.05% | 68 |
|
|
2024
Q2 | $554K | Buy |
1,095
+13
| +1% | +$6.58K | 0.05% | 67 |
|
|
2024
Q1 | $601K | Buy |
1,082
+135
| +14% | +$75K | 0.05% | 69 |
|
|
2023
Q4 | $436K | Buy |
947
+40
| +4% | +$18.4K | 0.04% | 65 |
|
|
2023
Q3 | $353K | Hold |
907
| – | – | 0.05% | 54 |
|
|
2023
Q2 | $354K | Sell |
907
-27
| -3% | -$10.5K | 0.04% | 57 |
|
|
2023
Q1 | $314K | Buy |
934
+18
| +2% | +$6.05K | 0.04% | 66 |
|
|
2022
Q4 | $267K | Hold |
916
| – | – | 0.03% | 72 |
|
|
2022
Q3 | $222K | Buy |
+916
| New | +$222K | 0.03% | 75 |
|
|
2021
Q3 | – | Sell |
-618
| Closed | -$190K | – | 204 |
|
|
2021
Q2 | $190K | Buy |
+618
| New | +$190K | 0.04% | 67 |
|