JWM
Jupiter Wealth Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $152K | Buy |
+200
| New | +$152K | 0.08% | 82 |
|
|
2025
Q1 | – | Sell |
-190
| Closed | -$121K | – | 82 |
|
|
2024
Q4 | $121K | Hold |
190
| – | – | 0.06% | 86 |
|
|
2024
Q3 | $120K | Hold |
190
| – | – | 0.06% | 89 |
|
|
2024
Q2 | $107K | Sell |
190
-200
| -51% | -$112K | 0.06% | 95 |
|
|
2024
Q1 | $216K | Buy |
+390
| New | +$216K | 0.11% | 84 |
|