NWM
Northwest Wealth Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Sell |
563
-16
| -3% | -$11.2K | 0.07% | 121 |
|
|
2025
Q1 | $352K | Buy |
579
+1
| +0.2% | +$608 | 0.07% | 125 |
|
|
2024
Q4 | $367K | Buy |
578
+17
| +3% | +$10.8K | 0.08% | 110 |
|
|
2024
Q3 | $354K | Buy |
561
+1
| +0.2% | +$632 | 0.08% | 109 |
|
|
2024
Q2 | $283K | Buy |
560
+1
| +0.2% | +$506 | 0.07% | 127 |
|
|
2024
Q1 | $311K | Hold |
559
| – | – | 0.09% | 122 |
|
|
2023
Q4 | $258K | Buy |
559
+5
| +0.9% | +$2.3K | 0.08% | 129 |
|
|
2023
Q3 | $216K | Hold |
554
| – | – | 0.08% | 135 |
|
|
2023
Q2 | $216K | Buy |
+554
| New | +$216K | 0.08% | 137 |
|
|
2019
Q2 | – | Sell |
-728
| Closed | -$125K | – | 372 |
|
|
2019
Q1 | $125K | Hold |
728
| – | – | 0.09% | 138 |
|
|
2018
Q4 | $109K | Hold |
728
| – | – | 0.09% | 132 |
|
|
2018
Q3 | $134K | Hold |
728
| – | – | 0.1% | 127 |
|
|
2018
Q2 | $113K | Hold |
728
| – | – | 0.08% | 142 |
|
|
2018
Q1 | $124K | Buy |
+728
| New | +$124K | 0.09% | 137 |
|