MGWM
Marks Group Wealth Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.84M | Sell |
14,092
-537
| -4% | -$375K | 0.92% | 20 |
|
|
2025
Q1 | $8.89M | Sell |
14,629
-343
| -2% | -$208K | 0.86% | 35 |
|
|
2024
Q4 | $9.52M | Sell |
14,972
-816
| -5% | -$519K | 0.94% | 23 |
|
|
2024
Q3 | $9.98M | Sell |
15,788
-103
| -0.6% | -$65.1K | 0.95% | 16 |
|
|
2024
Q2 | $8.04M | Sell |
15,891
-1,587
| -9% | -$803K | 0.85% | 44 |
|
|
2024
Q1 | $9.71M | Sell |
17,478
-784
| -4% | -$436K | 1.02% | 17 |
|
|
2023
Q4 | $8.41M | Sell |
18,262
-553
| -3% | -$255K | 0.96% | 19 |
|
|
2023
Q3 | $7.33M | Sell |
18,815
-349
| -2% | -$136K | 0.91% | 26 |
|
|
2023
Q2 | $7.47M | Sell |
19,164
-2,037
| -10% | -$795K | 0.89% | 31 |
|
|
2023
Q1 | $7.13M | Sell |
21,201
-244
| -1% | -$82K | 0.91% | 28 |
|
|
2022
Q4 | $6.24M | Buy |
21,445
+8,257
| +63% | +$2.4M | 0.85% | 46 |
|
|
2022
Q3 | $3.2M | Sell |
13,188
-8,532
| -39% | -$2.07M | 0.49% | 76 |
|
|
2022
Q2 | $5.34M | Buy |
21,720
+1,141
| +6% | +$281K | 0.77% | 60 |
|
|
2022
Q1 | $5.84M | Buy |
20,579
+9,405
| +84% | +$2.67M | 0.73% | 56 |
|
|
2021
Q4 | $3.55M | Buy |
+11,174
| New | +$3.55M | 0.43% | 87 |
|