WAL
W Advisors LLC’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Sell |
589
-20
| -3% | -$14K | 0.24% | 83 |
|
|
2025
Q1 | $370K | Buy |
609
+22
| +4% | +$13.4K | 0.23% | 85 |
|
|
2024
Q4 | $373K | Buy |
587
+6
| +1% | +$3.82K | 0.23% | 83 |
|
|
2024
Q3 | $367K | Buy |
581
+19
| +3% | +$12K | 0.23% | 84 |
|
|
2024
Q2 | $284K | Buy |
+562
| New | +$284K | 0.19% | 97 |
|