WP
WMS Partners’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-401
| Closed | -$255K | – | 201 |
|
|
2024
Q4 | $255K | Buy |
+401
| New | +$255K | 0.01% | 258 |
|
|
2018
Q1 | – | Sell |
-2,715
| Closed | -$542K | – | 231 |
|
|
2017
Q4 | $542K | Sell |
2,715
-225
| -8% | -$44.9K | 0.06% | 119 |
|
|
2017
Q3 | $515K | Buy |
2,940
+225
| +8% | +$39.4K | 0.06% | 121 |
|
|
2017
Q2 | $434K | Hold |
2,715
| – | – | 0.05% | 135 |
|
|
2017
Q1 | $435K | Hold |
2,715
| – | – | 0.05% | 128 |
|
|
2016
Q4 | $380K | Hold |
2,715
| – | – | 0.05% | 136 |
|
|
2016
Q3 | $341K | Hold |
2,715
| – | – | 0.05% | 138 |
|
|
2016
Q2 | $293K | Hold |
2,715
| – | – | 0.04% | 164 |
|
|
2016
Q1 | $302K | Hold |
2,715
| – | – | 0.04% | 155 |
|
|
2015
Q4 | $263K | Hold |
2,715
| – | – | 0.04% | 171 |
|
|
2015
Q3 | $264K | Hold |
2,715
| – | – | 0.04% | 165 |
|
|
2015
Q2 | $316K | Buy |
2,715
+15
| +0.6% | +$1.75K | 0.04% | 219 |
|
|
2015
Q1 | $321K | Hold |
2,700
| – | – | 0.04% | 206 |
|
|
2014
Q4 | $348K | Hold |
2,700
| – | – | 0.05% | 149 |
|
|
2014
Q3 | $308K | Hold |
2,700
| – | – | 0.05% | 185 |
|
|
2014
Q2 | $339K | Hold |
2,700
| – | – | 0.05% | 180 |
|
|
2014
Q1 | $323K | Hold |
2,700
| – | – | 0.05% | 179 |
|
|
2013
Q4 | $347K | Buy |
2,700
+750
| +38% | +$96.4K | 0.06% | 163 |
|
|
2013
Q3 | $212K | Buy |
+1,950
| New | +$212K | 0.04% | 184 |
|