KWM
Kolinsky Wealth Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $353K | Sell |
555
-2
| -0.4% | -$1.27K | 0.22% | 100 |
|
|
2024
Q3 | $352K | Sell |
557
-54
| -9% | -$34.1K | 0.23% | 101 |
|
|
2024
Q2 | $309K | Sell |
611
-41
| -6% | -$20.7K | 0.22% | 106 |
|
|
2024
Q1 | $362K | Sell |
652
-5
| -0.8% | -$2.78K | 0.28% | 85 |
|
|
2023
Q4 | $303K | Sell |
657
-42
| -6% | -$19.3K | 0.27% | 97 |
|
|
2023
Q3 | $272K | Sell |
699
-55
| -7% | -$21.4K | 0.27% | 88 |
|
|
2023
Q2 | $292K | Buy |
754
+39
| +5% | +$15.1K | 0.28% | 87 |
|
|
2023
Q1 | $240K | Buy |
+715
| New | +$240K | 0.25% | 106 |
|
|
2022
Q1 | – | Sell |
-675
| Closed | -$215K | – | 158 |
|
|
2021
Q4 | $215K | Buy |
+675
| New | +$215K | 0.2% | 136 |
|