TCWA
Turtle Creek Wealth Advisors’s Parker-Hannifin PH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.79M | Buy |
11,148
+481
| +5% | +$336K | 0.92% | 31 |
|
2025
Q1 | $6.48M | Buy |
10,667
+419
| +4% | +$255K | 0.97% | 33 |
|
2024
Q4 | $6.52M | Buy |
10,248
+47
| +0.5% | +$29.9K | 1.5% | 18 |
|
2024
Q3 | $6.45M | Buy |
10,201
+183
| +2% | +$116K | 1.29% | 21 |
|
2024
Q2 | $5.07M | Buy |
10,018
+1,511
| +18% | +$764K | 1.17% | 26 |
|
2024
Q1 | $4.73M | Buy |
8,507
+1,334
| +19% | +$741K | 1.16% | 26 |
|
2023
Q4 | $3.3M | Buy |
+7,173
| New | +$3.3M | 0.97% | 29 |
|