SWM
Segment Wealth Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.6M | Sell |
28,076
-269
| -0.9% | -$188K | 1.24% | 23 |
|
|
2025
Q1 | $17.2M | Buy |
28,345
+43
| +0.2% | +$26.1K | 1.17% | 24 |
|
|
2024
Q4 | $18M | Buy |
28,302
+51
| +0.2% | +$32.4K | 1.23% | 22 |
|
|
2024
Q3 | $17.8M | Sell |
28,251
-41
| -0.1% | -$25.9K | 1.23% | 22 |
|
|
2024
Q2 | $14.3M | Buy |
28,292
+472
| +2% | +$239K | 1.06% | 30 |
|
|
2024
Q1 | $15.5M | Buy |
27,820
+1,060
| +4% | +$589K | 1.17% | 25 |
|
|
2023
Q4 | $12.3M | Buy |
26,760
+914
| +4% | +$421K | 1.09% | 32 |
|
|
2023
Q3 | $10.1M | Buy |
+25,846
| New | +$10.1M | 1.02% | 36 |
|