WMS Partners’s Parker-Hannifin PH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$255K Buy
2018
Q1
Sell
2017
Q4
$542K Sell
2017
Q3
$515K Buy
2017
Q2
$434K Hold
2017
Q1
$435K Hold
2016
Q4
$380K Hold
2016
Q3
$341K Hold
2016
Q2
$293K Hold
2016
Q1
$302K Hold
2015
Q4
$263K Hold
2015
Q3
$264K Hold
2015
Q2
$316K Buy
2015
Q1
$321K Hold
2014
Q4
$348K Hold
2014
Q3
$308K Hold
2014
Q2
$339K Hold
2014
Q1
$323K Hold
2013
Q4
$347K Buy
2013
Q3
$212K Buy