SWA
PH icon

Sax Wealth Advisors’s Parker-Hannifin PH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.19M Buy
1,697
+43
+3% +$30K 0.07% 154
2025
Q1
$1.01M Buy
1,654
+171
+12% +$104K 0.07% 141
2024
Q4
$943K Buy
1,483
+452
+44% +$287K 0.07% 128
2024
Q3
$651K Buy
+1,031
New +$651K 0.06% 132