RSWM
Robertson Stephens Wealth Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $743K | Sell |
1,064
-121
| -10% | -$84.5K | 0.02% | 302 |
|
|
2025
Q1 | $721K | Buy |
1,185
+45
| +4% | +$27.4K | 0.02% | 302 |
|
|
2024
Q4 | $725K | Sell |
1,140
-16
| -1% | -$10.2K | 0.03% | 295 |
|
|
2024
Q3 | $730K | Buy |
1,156
+9
| +0.8% | +$5.69K | 0.03% | 333 |
|
|
2024
Q2 | $580K | Buy |
1,147
+80
| +7% | +$40.5K | 0.03% | 312 |
|
|
2024
Q1 | $593K | Buy |
1,067
+2
| +0.2% | +$1.11K | 0.03% | 311 |
|
|
2023
Q4 | $491K | Buy |
1,065
+12
| +1% | +$5.53K | 0.03% | 312 |
|
|
2023
Q3 | $410K | Hold |
1,053
| – | – | 0.03% | 331 |
|
|
2023
Q2 | $411K | Buy |
1,053
+1
| +0.1% | +$390 | 0.03% | 306 |
|
|
2023
Q1 | $354K | Buy |
+1,052
| New | +$354K | 0.03% | 343 |
|