TSWM
Tyler-Stone Wealth Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.4M | Buy |
27,779
+378
| +1% | +$264K | 3.12% | 5 |
|
|
2025
Q1 | $16.7M | Buy |
27,401
+240
| +0.9% | +$146K | 2.99% | 5 |
|
|
2024
Q4 | $17.3M | Sell |
27,161
-944
| -3% | -$600K | 3.07% | 5 |
|
|
2024
Q3 | $17.8M | Buy |
28,105
+14,375
| +105% | +$9.08M | 3.35% | 5 |
|
|
2024
Q2 | $6.94M | Buy |
13,730
+603
| +5% | +$305K | 2.85% | 5 |
|
|
2024
Q1 | $7.3M | Sell |
13,127
-257
| -2% | -$143K | 3.23% | 4 |
|
|
2023
Q4 | $6.17M | Buy |
13,384
+93
| +0.7% | +$42.8K | 3.09% | 4 |
|
|
2023
Q3 | $5.18M | Buy |
13,291
+83
| +0.6% | +$32.3K | 2.95% | 4 |
|
|
2023
Q2 | $5.15M | Buy |
+13,208
| New | +$5.15M | 2.91% | 4 |
|
|
2022
Q4 | $3.95M | Sell |
13,555
-100
| -0.7% | -$29.1K | 2.68% | 4 |
|
|
2022
Q3 | $3.31M | Buy |
13,655
+225
| +2% | +$54.5K | 2.52% | 4 |
|
|
2022
Q2 | $3.3M | Buy |
13,430
+495
| +4% | +$122K | 2.2% | 6 |
|
|
2022
Q1 | $3.67M | Buy |
12,935
+518
| +4% | +$147K | 2.02% | 5 |
|
|
2021
Q4 | $3.95M | Buy |
+12,417
| New | +$3.95M | 2.09% | 5 |
|