JWM
Jackson Wealth Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Sell |
4,482
-140
| -3% | -$97.8K | 0.34% | 59 |
|
|
2025
Q1 | $2.81M | Sell |
4,622
-87
| -2% | -$52.9K | 0.34% | 62 |
|
|
2024
Q4 | $3M | Buy |
4,709
+33
| +0.7% | +$21K | 0.34% | 63 |
|
|
2024
Q3 | $2.96M | Buy |
4,676
+2,098
| +81% | +$1.33M | 0.35% | 61 |
|
|
2024
Q2 | $1.3M | Sell |
2,578
-1,903
| -42% | -$963K | 0.28% | 67 |
|
|
2024
Q1 | $2.49M | Buy |
4,481
+322
| +8% | +$179K | 0.31% | 63 |
|
|
2023
Q4 | $1.92M | Buy |
4,159
+106
| +3% | +$48.8K | 0.25% | 71 |
|
|
2023
Q3 | $1.58M | Buy |
+4,053
| New | +$1.58M | 0.23% | 71 |
|
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$200K | – | 150 |
|
|
2019
Q4 | $200K | Buy |
+1,000
| New | +$200K | 0.03% | 146 |
|