MWM
Moran Wealth Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.4M | Sell |
83,615
-3,723
| -4% | -$2.6M | 1.8% | 2 |
|
|
2025
Q1 | $53.1M | Sell |
87,338
-3,273
| -4% | -$1.99M | 1.79% | 2 |
|
|
2024
Q4 | $57.6M | Sell |
90,611
-2,687
| -3% | -$1.71M | 1.84% | 4 |
|
|
2024
Q3 | $58.9M | Sell |
93,298
-1,685
| -2% | -$1.06M | 1.81% | 3 |
|
|
2024
Q2 | $48M | Sell |
94,983
-1,965
| -2% | -$994K | 1.58% | 6 |
|
|
2024
Q1 | $53.9M | Sell |
96,948
-4,344
| -4% | -$2.41M | 1.75% | 3 |
|
|
2023
Q4 | $46.7M | Sell |
101,292
-3,284
| -3% | -$1.51M | 1.66% | 2 |
|
|
2023
Q3 | $40.7M | Sell |
104,576
-2,416
| -2% | -$941K | 1.58% | 3 |
|
|
2023
Q2 | $41.7M | Sell |
106,992
-4,061
| -4% | -$1.58M | 1.57% | 2 |
|
|
2023
Q1 | $37.3M | Buy |
111,053
+4,909
| +5% | +$1.65M | 1.41% | 5 |
|
|
2022
Q4 | $30.9M | Buy |
+106,144
| New | +$30.9M | 1.17% | 14 |
|