WWM
Wagner Wealth Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Buy |
689
+5
| +0.7% | +$3.49K | 0.11% | 77 |
|
|
2025
Q1 | $416K | Buy |
684
+2
| +0.3% | +$1.22K | 0.1% | 73 |
|
|
2024
Q4 | $434K | Buy |
682
+1
| +0.1% | +$636 | 0.11% | 72 |
|
|
2024
Q3 | $430K | Buy |
681
+2
| +0.3% | +$1.26K | 0.12% | 69 |
|
|
2024
Q2 | $343K | Buy |
679
+2
| +0.3% | +$1.01K | 0.1% | 90 |
|
|
2024
Q1 | $376K | Buy |
677
+2
| +0.3% | +$1.11K | 0.11% | 86 |
|
|
2023
Q4 | $311K | Hold |
675
| – | – | 0.1% | 94 |
|
|
2023
Q3 | $263K | Hold |
675
| – | – | 0.1% | 96 |
|
|
2023
Q2 | $263K | Sell |
675
-60
| -8% | -$23.4K | 0.1% | 93 |
|
|
2023
Q1 | $247K | Buy |
+735
| New | +$247K | 0.11% | 99 |
|
|
2022
Q4 | – | Sell |
-675
| Closed | -$164K | – | 608 |
|
|
2022
Q3 | $164K | Hold |
675
| – | – | 0.12% | 111 |
|
|
2022
Q2 | $166K | Buy |
+675
| New | +$166K | 0.13% | 110 |
|
|
2022
Q1 | – | Sell |
-675
| Closed | -$215K | – | 540 |
|
|
2021
Q4 | $215K | Hold |
675
| – | – | 0.16% | 117 |
|
|
2021
Q3 | $200K | Hold |
675
| – | – | 0.16% | 119 |
|
|
2021
Q2 | $207K | Hold |
675
| – | – | 0.15% | 124 |
|
|
2021
Q1 | $213K | Buy |
+675
| New | +$213K | 0.17% | 108 |
|
|
2018
Q3 | $175K | Hold |
950
| – | – | 0.12% | 132 |
|
|
2018
Q2 | $148K | Hold |
950
| – | – | 0.11% | 140 |
|
|
2018
Q1 | $162K | Hold |
950
| – | – | 0.12% | 127 |
|
|
2017
Q4 | $198K | Buy |
+950
| New | +$198K | 0.15% | 109 |
|