AE Wealth Management’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $691K | Buy |
2,449
+763
| +45% | +$215K | 0.01% | 821 |
|
|
2025
Q1 | $497K | Buy |
1,686
+162
| +11% | +$47.8K | ﹤0.01% | 928 |
|
|
2024
Q4 | $442K | Sell |
1,524
-2
| -0.1% | -$580 | ﹤0.01% | 945 |
|
|
2024
Q3 | $454K | Sell |
1,526
-123
| -7% | -$36.6K | ﹤0.01% | 912 |
|
|
2024
Q2 | $425K | Sell |
1,649
-612
| -27% | -$158K | ﹤0.01% | 927 |
|
|
2024
Q1 | $548K | Sell |
2,261
-13,025
| -85% | -$3.15M | 0.01% | 794 |
|
|
2023
Q4 | $4M | Sell |
15,286
-188
| -1% | -$49.2K | 0.02% | 666 |
|
|
2023
Q3 | $4.39M | Buy |
15,474
+418
| +3% | +$118K | 0.03% | 584 |
|
|
2023
Q2 | $4.51M | Buy |
15,056
+3,340
| +29% | +$1M | 0.03% | 569 |
|
|
2023
Q1 | $3.37M | Sell |
11,716
-2,376
| -17% | -$682K | 0.02% | 622 |
|
|
2022
Q4 | $4.34M | Sell |
14,092
-1,480
| -10% | -$456K | 0.03% | 509 |
|
|
2022
Q3 | $3.62M | Sell |
15,572
-3,119
| -17% | -$726K | 0.03% | 507 |
|
|
2022
Q2 | $4.5M | Buy |
18,691
+1,390
| +8% | +$334K | 0.04% | 424 |
|
|
2022
Q1 | $4.32M | Buy |
17,301
+10,337
| +148% | +$2.58M | 0.03% | 484 |
|
|
2021
Q4 | $2.12M | Buy |
6,964
+489
| +8% | +$149K | 0.01% | 685 |
|
|
2021
Q3 | $1.66M | Sell |
6,475
-1,135
| -15% | -$291K | 0.01% | 701 |
|
|
2021
Q2 | $2.19M | Buy |
7,610
+753
| +11% | +$217K | 0.02% | 614 |
|
|
2021
Q1 | $1.93M | Buy |
6,857
+503
| +8% | +$142K | 0.02% | 571 |
|
|
2020
Q4 | $1.74M | Sell |
6,354
-1,237
| -16% | -$338K | 0.02% | 541 |
|
|
2020
Q3 | $2.26M | Buy |
7,591
+2,648
| +54% | +$789K | 0.03% | 391 |
|
|
2020
Q2 | $1.19M | Buy |
4,943
+455
| +10% | +$110K | 0.02% | 559 |
|
|
2020
Q1 | $896K | Buy |
4,488
+824
| +22% | +$165K | 0.02% | 506 |
|
|
2019
Q4 | $861K | Buy |
3,664
+496
| +16% | +$117K | 0.02% | 561 |
|
|
2019
Q3 | $703K | Buy |
3,168
+246
| +8% | +$54.6K | 0.02% | 528 |
|
|
2019
Q2 | $661K | Buy |
2,922
+960
| +49% | +$217K | 0.02% | 514 |
|
|
2019
Q1 | $375K | Buy |
1,962
+572
| +41% | +$109K | 0.03% | 409 |
|
|
2018
Q4 | $222K | Buy |
+1,390
| New | +$222K | 0.04% | 423 |
|