GWMR
GC Wealth Management RIA’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.14M | Buy |
5,925
+4,988
| +532% | +$3.48M | 0.34% | 60 |
|
|
2025
Q1 | $570K | Buy |
937
+30
| +3% | +$18.2K | 0.1% | 166 |
|
|
2024
Q4 | $577K | Sell |
907
-127
| -12% | -$80.8K | 0.1% | 157 |
|
|
2024
Q3 | $653K | Buy |
1,034
+21
| +2% | +$13.3K | 0.11% | 156 |
|
|
2024
Q2 | $512K | Sell |
1,013
-236
| -19% | -$119K | 0.1% | 165 |
|
|
2024
Q1 | $694K | Sell |
1,249
-110
| -8% | -$61.1K | 0.14% | 131 |
|
|
2023
Q4 | $626K | Buy |
+1,359
| New | +$626K | 0.28% | 95 |
|