PPWP
Premier Path Wealth Partners’s Parker-Hannifin PH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.37M | Buy |
1,968
+74
| +4% | +$51.7K | 0.19% | 125 |
|
2025
Q1 | $1.15M | Buy |
1,894
+34
| +2% | +$20.7K | 0.18% | 142 |
|
2024
Q4 | $1.18M | Buy |
1,860
+26
| +1% | +$16.5K | 0.18% | 135 |
|
2024
Q3 | $1.16M | Buy |
1,834
+7
| +0.4% | +$4.42K | 0.18% | 142 |
|
2024
Q2 | $924K | Sell |
1,827
-21
| -1% | -$10.6K | 0.16% | 152 |
|
2024
Q1 | $1.03M | Sell |
1,848
-104
| -5% | -$57.8K | 0.19% | 138 |
|
2023
Q4 | $897K | Buy |
+1,952
| New | +$897K | 0.2% | 132 |
|