SWM
SFG Wealth Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Hold |
2,750
| – | – | 1.16% | 21 |
|
|
2025
Q1 | $1.67M | Hold |
2,750
| – | – | 0.82% | 25 |
|
|
2024
Q4 | $1.75M | Hold |
2,750
| – | – | 0.92% | 20 |
|
|
2024
Q3 | $1.74M | Sell |
2,750
-122
| -4% | -$77.1K | 0.92% | 20 |
|
|
2024
Q2 | $1.45M | Hold |
2,872
| – | – | 0.83% | 22 |
|
|
2024
Q1 | $1.6M | Sell |
2,872
-50
| -2% | -$27.8K | 0.95% | 20 |
|
|
2023
Q4 | $1.35M | Sell |
2,922
-122
| -4% | -$56.2K | 0.9% | 22 |
|
|
2023
Q3 | $1.19M | Hold |
3,044
| – | – | 0.94% | 19 |
|
|
2023
Q2 | $1.19M | Hold |
3,044
| – | – | 1% | 20 |
|
|
2023
Q1 | $1.02M | Buy |
+3,044
| New | +$1.02M | 1.13% | 18 |
|