Heirloom Wealth Management’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Sell |
15,800
-3
| -0% | -$2.1K | 2.91% | 13 |
|
|
2025
Q1 | $9.61M | Buy |
15,803
+570
| +4% | +$346K | 2.75% | 14 |
|
|
2024
Q4 | $9.69M | Buy |
15,233
+981
| +7% | +$624K | 2.91% | 12 |
|
|
2024
Q3 | $9M | Buy |
14,252
+221
| +2% | +$140K | 2.81% | 12 |
|
|
2024
Q2 | $7.1M | Sell |
14,031
-123
| -0.9% | -$62.2K | 2.3% | 14 |
|
|
2024
Q1 | $7.87M | Sell |
14,154
-295
| -2% | -$164K | 2.68% | 12 |
|
|
2023
Q4 | $6.66M | Buy |
14,449
+352
| +2% | +$162K | 2.55% | 14 |
|
|
2023
Q3 | $5.49M | Sell |
14,097
-156
| -1% | -$60.8K | 2.44% | 15 |
|
|
2023
Q2 | $5.56M | Buy |
+14,253
| New | +$5.56M | 2.42% | 15 |
|