MWM
Mascoma Wealth Management’s Parker-Hannifin PH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.9K | Sell |
17
-8
| -32% | -$5.59K | ﹤0.01% | 305 |
|
2025
Q1 | $15.2K | Hold |
25
| – | – | ﹤0.01% | 290 |
|
2024
Q4 | $15.9K | Buy |
25
+8
| +47% | +$5.09K | ﹤0.01% | 301 |
|
2024
Q3 | $10.7K | Hold |
17
| – | – | ﹤0.01% | 320 |
|
2024
Q2 | $8.6K | Hold |
17
| – | – | ﹤0.01% | 351 |
|
2024
Q1 | $9.45K | Hold |
17
| – | – | ﹤0.01% | 319 |
|
2023
Q4 | $7.83K | Hold |
17
| – | – | ﹤0.01% | 339 |
|
2023
Q3 | $6.62K | Hold |
17
| – | – | ﹤0.01% | 363 |
|
2023
Q2 | $7.23K | Hold |
17
| – | – | ﹤0.01% | 349 |
|
2023
Q1 | $5.52K | Hold |
17
| – | – | ﹤0.01% | 469 |
|
2022
Q4 | $4.95K | Hold |
17
| – | – | ﹤0.01% | 492 |
|
2022
Q3 | $4K | Hold |
17
| – | – | ﹤0.01% | 508 |
|
2022
Q2 | $4K | Hold |
17
| – | – | ﹤0.01% | 524 |
|
2022
Q1 | $5K | Buy |
+17
| New | +$5K | ﹤0.01% | 512 |
|
2021
Q4 | – | Sell |
-15
| Closed | -$4K | – | 558 |
|
2021
Q3 | $4K | Buy |
+15
| New | +$4K | ﹤0.01% | 395 |
|