PWG
Portside Wealth Group’s Parker-Hannifin PH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $495K | Buy |
709
+30
| +4% | +$21K | 0.07% | 247 |
|
2025
Q1 | $413K | Buy |
679
+65
| +11% | +$39.5K | 0.07% | 259 |
|
2024
Q4 | $391K | Buy |
614
+15
| +3% | +$9.54K | 0.06% | 267 |
|
2024
Q3 | $378K | Buy |
599
+23
| +4% | +$14.5K | 0.06% | 263 |
|
2024
Q2 | $291K | Sell |
576
-13
| -2% | -$6.58K | 0.06% | 283 |
|
2024
Q1 | $327K | Sell |
589
-32
| -5% | -$17.8K | 0.06% | 261 |
|
2023
Q4 | $286K | Sell |
621
-9
| -1% | -$4.15K | 0.05% | 275 |
|
2023
Q3 | $243K | Sell |
630
-49
| -7% | -$18.9K | 0.05% | 286 |
|
2023
Q2 | $265K | Buy |
+679
| New | +$265K | 0.05% | 279 |
|