Heirloom Wealth Management’s Parker-Hannifin PH Stock Holding History

Heirloom Wealth Management’s Portfolio PH Stock Details PH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$12.2M	Buy
2025 Q2	$11M	Sell
2025 Q1	$9.61M	Buy
2024 Q4	$9.69M	Buy
2024 Q3	$9M	Buy
2024 Q2	$7.1M	Sell
2024 Q1	$7.87M	Sell
2023 Q4	$6.66M	Buy
2023 Q3	$5.49M	Sell
2023 Q2	$5.56M	Buy