SPW
Sonoma Private Wealth’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Sell |
522
-29
| -5% | -$20.3K | 0.45% | 53 |
|
|
2025
Q1 | $335K | Buy |
551
+6
| +1% | +$3.65K | 0.46% | 55 |
|
|
2024
Q4 | $347K | Sell |
545
-122
| -18% | -$77.6K | 0.56% | 57 |
|
|
2024
Q3 | $421K | Buy |
667
+19
| +3% | +$12K | 0.66% | 56 |
|
|
2024
Q2 | $328K | Buy |
648
+26
| +4% | +$13.2K | 0.53% | 63 |
|
|
2024
Q1 | $346K | Sell |
622
-44
| -7% | -$24.5K | 0.56% | 65 |
|
|
2023
Q4 | $307K | Sell |
666
-118
| -15% | -$54.4K | 0.51% | 64 |
|
|
2023
Q3 | $305K | Hold |
784
| – | – | 0.56% | 61 |
|
|
2023
Q2 | $306K | Buy |
784
+35
| +5% | +$13.7K | 0.53% | 63 |
|
|
2023
Q1 | $252K | Buy |
749
+2
| +0.3% | +$672 | 0.5% | 62 |
|
|
2022
Q4 | $217K | Buy |
+747
| New | +$217K | 0.48% | 64 |
|