MSWM
McGlone Suttner Wealth Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
1,575
+99
| +7% | +$69.1K | 0.17% | 66 |
|
|
2025
Q1 | $897K | Buy |
1,476
+188
| +15% | +$114K | 0.15% | 76 |
|
|
2024
Q4 | $820K | Buy |
1,288
+75
| +6% | +$47.7K | 0.14% | 71 |
|
|
2024
Q3 | $766K | Buy |
+1,213
| New | +$766K | 0.16% | 73 |
|
|
2024
Q2 | – | Sell |
-504
| Closed | -$280K | – | 171 |
|
|
2024
Q1 | $280K | Buy |
504
+80
| +19% | +$44.5K | 0.05% | 140 |
|
|
2023
Q4 | $195K | Buy |
+424
| New | +$195K | 0.04% | 160 |
|