AWA
Amplius 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 | $306K | Buy |
1,084
+3
| +0.3% | +$846 | 0.03% | 154 |
|
|
2025
Q1 | $319K | Buy |
1,081
+2
| +0.2% | +$590 | 0.03% | 133 |
|
|
2024
Q4 | $313K | Hold |
1,079
| – | – | 0.03% | 134 |
|
|
2024
Q3 | $321K | Hold |
1,079
| – | – | 0.04% | 121 |
|
|
2024
Q2 | $278K | Sell |
1,079
-7
| -0.6% | -$1.81K | 0.03% | 136 |
|
|
2024
Q1 | $263K | Hold |
1,086
| – | – | 0.03% | 143 |
|
|
2023
Q4 | $297K | Sell |
1,086
-4
| -0.4% | -$1.1K | 0.04% | 123 |
|
|
2023
Q3 | $309K | Hold |
1,090
| – | – | 0.04% | 118 |
|
|
2023
Q2 | $326K | Sell |
1,090
-9
| -0.8% | -$2.7K | 0.04% | 120 |
|
|
2023
Q1 | $316K | Buy |
1,099
+6
| +0.5% | +$1.72K | 0.05% | 119 |
|
|
2022
Q4 | $337K | Hold |
1,093
| – | – | 0.05% | 112 |
|
|
2022
Q3 | $254K | Buy |
1,093
+1
| +0.1% | +$232 | 0.05% | 129 |
|
|
2022
Q2 | $262K | Buy |
1,092
+2
| +0.2% | +$480 | 0.04% | 136 |
|
|
2022
Q1 | $272K | Sell |
1,090
-35
| -3% | -$8.73K | 0.04% | 144 |
|
|
2021
Q4 | $342K | Buy |
+1,125
| New | +$342K | 0.05% | 139 |
|