TWD
True Wealth Design’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Sell |
360
-30
| -8% | -$20.9K | 0.09% | 37 |
|
|
2025
Q1 | $237K | Buy |
390
+1
| +0.3% | +$607 | 0.09% | 32 |
|
|
2024
Q4 | $247K | Buy |
389
+2
| +0.5% | +$1.27K | 0.1% | 27 |
|
|
2024
Q3 | $245K | Sell |
387
-68
| -15% | -$43K | 0.1% | 27 |
|
|
2024
Q2 | $230K | Hold |
455
| – | – | 0.06% | 114 |
|
|
2024
Q1 | $253K | Buy |
455
+2
| +0.4% | +$1.11K | 0.06% | 113 |
|
|
2023
Q4 | $209K | Buy |
453
+450
| +15,000% | +$207K | 0.06% | 114 |
|
|
2023
Q3 | $1.17K | Hold |
3
| – | – | ﹤0.01% | 306 |
|
|
2023
Q2 | $1.17K | Hold |
3
| – | – | ﹤0.01% | 309 |
|
|
2023
Q1 | $1.01K | Hold |
3
| – | – | ﹤0.01% | 404 |
|
|
2022
Q4 | $873 | Buy |
+3
| New | +$873 | ﹤0.01% | 354 |
|