AWA
Aaron 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 | $347K | Sell |
1,229
-51
| -4% | -$14.4K | 0.04% | 325 |
|
2025
Q1 | $377K | Sell |
1,280
-61
| -5% | -$18K | 0.04% | 276 |
|
2024
Q4 | $389K | Buy |
1,341
+109
| +9% | +$31.6K | 0.05% | 259 |
|
2024
Q3 | $367K | Sell |
1,232
-257
| -17% | -$76.5K | 0.04% | 255 |
|
2024
Q2 | $384K | Buy |
1,489
+91
| +7% | +$23.5K | 0.05% | 199 |
|
2024
Q1 | $339K | Sell |
1,398
-113
| -7% | -$27.4K | 0.05% | 202 |
|
2023
Q4 | $414K | Sell |
1,511
-59
| -4% | -$16.2K | 0.07% | 152 |
|
2023
Q3 | $445K | Hold |
1,570
| – | – | 0.06% | 161 |
|
2023
Q2 | $470K | Buy |
1,570
+59
| +4% | +$17.7K | 0.06% | 159 |
|
2023
Q1 | $434K | Sell |
1,511
-78
| -5% | -$22.4K | 0.06% | 163 |
|
2022
Q4 | $490K | Buy |
+1,589
| New | +$490K | 0.07% | 150 |
|
2022
Q2 | – | Sell |
-106,711
| Closed | -$427K | – | 232 |
|
2022
Q1 | $427K | Buy |
+106,711
| New | +$427K | 0.01% | 555 |
|