WGAM
Wilkinson Global Asset Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.4M | Sell |
37,781
-3,700
| -9% | -$2.58M | 1.66% | 24 |
|
|
2025
Q1 | $25.2M | Buy |
41,481
+1,258
| +3% | +$765K | 1.58% | 23 |
|
|
2024
Q4 | $25.6M | Buy |
40,223
+1,130
| +3% | +$719K | 1.57% | 23 |
|
|
2024
Q3 | $24.7M | Buy |
39,093
+14,526
| +59% | +$9.18M | 1.49% | 25 |
|
|
2024
Q2 | $12.4M | Buy |
24,567
+20,447
| +496% | +$10.3M | 0.78% | 28 |
|
|
2024
Q1 | $2.29M | Hold |
4,120
| – | – | 0.14% | 37 |
|
|
2023
Q4 | $1.9M | Hold |
4,120
| – | – | 0.13% | 36 |
|
|
2023
Q3 | $1.6M | Hold |
4,120
| – | – | 0.12% | 37 |
|
|
2023
Q2 | $1.61M | Hold |
4,120
| – | – | 0.12% | 35 |
|
|
2023
Q1 | $1.38M | Buy |
4,120
+5
| +0.1% | +$1.68K | 0.11% | 38 |
|
|
2022
Q4 | $1.2M | Buy |
4,115
+505
| +14% | +$147K | 0.1% | 40 |
|
|
2022
Q3 | $875K | Sell |
3,610
-5
| -0.1% | -$1.21K | 0.08% | 43 |
|
|
2022
Q2 | $889K | Sell |
3,615
-2,785
| -44% | -$685K | 0.08% | 46 |
|
|
2022
Q1 | $1.82M | Hold |
6,400
| – | – | 0.12% | 43 |
|
|
2021
Q4 | $2.04M | Sell |
6,400
-140
| -2% | -$44.5K | 0.11% | 47 |
|
|
2021
Q3 | $1.83M | Buy |
6,540
+355
| +6% | +$99.3K | 0.11% | 46 |
|
|
2021
Q2 | $1.9M | Buy |
6,185
+3,170
| +105% | +$973K | 0.11% | 47 |
|
|
2021
Q1 | $951K | Buy |
+3,015
| New | +$951K | 0.06% | 58 |
|