1WA
180 Wealth Advisors’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Buy |
7,860
+280
| +4% | +$79K | 0.31% | 85 |
|
|
2025
Q1 | $2.24M | Buy |
+7,580
| New | +$2.24M | 0.36% | 75 |
|
|
2024
Q1 | – | Sell |
-1,560
| Closed | -$427K | – | 406 |
|
|
2023
Q4 | $427K | Buy |
1,560
+74
| +5% | +$20.2K | 0.09% | 221 |
|
|
2023
Q3 | $421K | Sell |
1,486
-308
| -17% | -$87.3K | 0.09% | 208 |
|
|
2023
Q2 | $533K | Buy |
1,794
+630
| +54% | +$187K | 0.12% | 187 |
|
|
2023
Q1 | $334K | Buy |
+1,164
| New | +$334K | 0.08% | 242 |
|
|
2022
Q2 | – | Sell |
-1,253
| Closed | -$313K | – | 371 |
|
|
2022
Q1 | $313K | Sell |
1,253
-26
| -2% | -$6.5K | 0.07% | 269 |
|
|
2021
Q4 | $361K | Buy |
1,279
+115
| +10% | +$32.5K | 0.08% | 238 |
|
|
2021
Q3 | $341K | Buy |
1,164
+220
| +23% | +$64.5K | 0.08% | 262 |
|
|
2021
Q2 | $262K | Sell |
944
-5
| -0.5% | -$1.39K | 0.06% | 298 |
|
|
2021
Q1 | $283K | Sell |
949
-668
| -41% | -$199K | 0.07% | 263 |
|
|
2020
Q4 | $462K | Buy |
1,617
+76
| +5% | +$21.7K | 0.13% | 157 |
|
|
2020
Q3 | $454K | Sell |
1,541
-782
| -34% | -$230K | 0.17% | 126 |
|
|
2020
Q2 | $683K | Buy |
2,323
+795
| +52% | +$234K | 0.27% | 93 |
|
|
2020
Q1 | $297K | Buy |
1,528
+166
| +12% | +$32.3K | 0.15% | 155 |
|
|
2019
Q4 | $321K | Buy |
+1,362
| New | +$321K | 0.13% | 193 |
|
|
2019
Q1 | – | Sell |
-3,214
| Closed | -$537K | – | 253 |
|
|
2018
Q4 | $537K | Sell |
3,214
-124
| -4% | -$20.7K | 0.25% | 123 |
|
|
2018
Q3 | $558K | Sell |
3,338
-179
| -5% | -$29.9K | 0.26% | 120 |
|
|
2018
Q2 | $548K | Sell |
3,517
-598
| -15% | -$93.2K | 0.27% | 114 |
|
|
2018
Q1 | $653K | Buy |
+4,115
| New | +$653K | 0.34% | 90 |
|