KWA
Kingswood Wealth Advisors’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.6M | Buy |
9,447
+455
| +5% | +$318K | 0.52% | 31 |
|
|
2025
Q1 | $5.47M | Sell |
8,992
-285
| -3% | -$173K | 0.5% | 31 |
|
|
2024
Q4 | $5.9M | Sell |
9,277
-116
| -1% | -$73.8K | 0.44% | 36 |
|
|
2024
Q3 | $5.93M | Sell |
9,393
-98
| -1% | -$61.9K | 0.42% | 46 |
|
|
2024
Q2 | $4.8M | Buy |
9,491
+3,921
| +70% | +$1.98M | 0.43% | 41 |
|
|
2024
Q1 | $3.1M | Sell |
5,570
-4,280
| -43% | -$2.38M | 0.36% | 59 |
|
|
2023
Q4 | $4.54M | Sell |
9,850
-108
| -1% | -$49.8K | 0.51% | 35 |
|
|
2023
Q3 | $3.88M | Sell |
9,958
-142
| -1% | -$55.3K | 0.66% | 31 |
|
|
2023
Q2 | $3.94M | Buy |
+10,100
| New | +$3.94M | 1.26% | 14 |
|