OWM
OneAscent Wealth Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-344
| Closed | -$209K | – | 181 |
|
|
2025
Q1 | $209K | Buy |
344
+11
| +3% | +$6.68K | 0.09% | 140 |
|
|
2024
Q4 | $212K | Buy |
333
+6
| +2% | +$3.82K | 0.09% | 149 |
|
|
2024
Q3 | $207K | Buy |
+327
| New | +$207K | 0.08% | 173 |
|
|
2021
Q1 | $901K | Buy |
+2,857
| New | +$901K | 0.38% | 55 |
|