FWA
FSM Wealth Advisors’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Buy |
678
+27
| +4% | +$19.1K | 0.08% | 161 |
|
|
2025
Q1 | $396K | Buy |
651
+61
| +10% | +$37.1K | 0.09% | 131 |
|
|
2024
Q4 | $388K | Buy |
590
+19
| +3% | +$12.5K | 0.1% | 117 |
|
|
2024
Q3 | $361K | Buy |
571
+22
| +4% | +$13.9K | 0.1% | 118 |
|
|
2024
Q2 | $278K | Sell |
549
-1
| -0.2% | -$506 | 0.09% | 122 |
|
|
2024
Q1 | $305K | Buy |
550
+7
| +1% | +$3.89K | 0.11% | 120 |
|
|
2023
Q4 | $250K | Buy |
543
+11
| +2% | +$5.07K | 0.11% | 131 |
|
|
2023
Q3 | $207K | Buy |
532
+1
| +0.2% | +$390 | 0.1% | 138 |
|
|
2023
Q2 | $212K | Buy |
+531
| New | +$212K | 0.11% | 157 |
|