AOWM
Alpha Omega Wealth Management’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $986K | Hold |
3,494
| – | – | 0.18% | 116 |
|
|
2025
Q1 | $1.03M | Buy |
3,494
+77
| +2% | +$22.7K | 0.2% | 108 |
|
|
2024
Q4 | $991K | Hold |
3,417
| – | – | 0.19% | 111 |
|
|
2024
Q3 | $1.02M | Hold |
3,417
| – | – | 0.19% | 111 |
|
|
2024
Q2 | $882K | Buy |
3,417
+35
| +1% | +$9.03K | 0.17% | 116 |
|
|
2024
Q1 | $819K | Sell |
3,382
-63
| -2% | -$15.3K | 0.15% | 122 |
|
|
2023
Q4 | $943K | Sell |
3,445
-45
| -1% | -$12.3K | 0.16% | 114 |
|
|
2023
Q3 | $989K | Hold |
3,490
| – | – | 0.17% | 109 |
|
|
2023
Q2 | $1.05M | Hold |
3,490
| – | – | 0.18% | 112 |
|
|
2023
Q1 | $1M | Hold |
3,490
| – | – | 0.17% | 111 |
|
|
2022
Q4 | $1.08M | Hold |
3,490
| – | – | 0.19% | 103 |
|
|
2022
Q3 | $812K | Sell |
3,490
-149
| -4% | -$34.7K | 0.16% | 112 |
|
|
2022
Q2 | $875K | Sell |
3,639
-198
| -5% | -$47.6K | 0.16% | 112 |
|
|
2022
Q1 | $959K | Sell |
3,837
-165
| -4% | -$41.2K | 0.15% | 114 |
|
|
2021
Q4 | $1.18M | Hold |
4,002
| – | – | 0.18% | 111 |
|
|
2021
Q3 | $1.03M | Hold |
4,002
| – | – | 0.17% | 112 |
|
|
2021
Q2 | $1.15M | Hold |
4,002
| – | – | 0.19% | 106 |
|
|
2021
Q1 | $1.13M | Buy |
4,002
+45
| +1% | +$12.7K | 0.2% | 102 |
|
|
2020
Q4 | $1.08M | Hold |
3,957
| – | – | 0.18% | 97 |
|
|
2020
Q3 | $1.18M | Hold |
3,957
| – | – | 0.17% | 90 |
|
|
2020
Q2 | $955K | Hold |
3,957
| – | – | 0.15% | 94 |
|
|
2020
Q1 | $790K | Hold |
3,957
| – | – | 0.15% | 96 |
|
|
2019
Q4 | $930K | Buy |
3,957
+71
| +2% | +$16.7K | 0.15% | 106 |
|
|
2019
Q3 | $909K | Buy |
+3,886
| New | +$909K | 0.15% | 109 |
|