TWM
Trinity Wealth Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Buy |
+305
| New | +$213K | 0.08% | 59 |
|
|
2025
Q1 | – | Sell |
-364
| Closed | -$232K | – | 56 |
|
|
2024
Q4 | $232K | Sell |
364
-2
| -0.5% | -$1.27K | 0.1% | 53 |
|
|
2024
Q3 | $231K | Buy |
+366
| New | +$231K | 0.11% | 52 |
|
|
2024
Q2 | – | Sell |
-380
| Closed | -$211K | – | 49 |
|
|
2024
Q1 | $211K | Buy |
+380
| New | +$211K | 0.11% | 45 |
|
|
2023
Q2 | – | Sell |
-694
| Closed | -$233K | – | 46 |
|
|
2023
Q1 | $233K | Sell |
694
-46
| -6% | -$15.5K | 0.15% | 37 |
|
|
2022
Q4 | $215K | Buy |
+740
| New | +$215K | 0.15% | 40 |
|