Annis Gardner Whiting Capital Advisors’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 | $226K | Buy |
801
+19
| +2% | +$5.36K | 0.08% | 203 |
|
|
2025
Q1 | $231K | Hold |
782
| – | – | 0.1% | 174 |
|
|
2024
Q4 | $227K | Buy |
782
+10
| +1% | +$2.9K | 0.06% | 195 |
|
|
2024
Q3 | $230K | Buy |
772
+1
| +0.1% | +$298 | 0.06% | 198 |
|
|
2024
Q2 | $199K | Sell |
771
-212
| -22% | -$54.7K | 0.06% | 215 |
|
|
2024
Q1 | $240K | Buy |
983
+79
| +9% | +$19.3K | 0.09% | 168 |
|
|
2023
Q4 | $249K | Buy |
904
+178
| +25% | +$49K | 0.11% | 135 |
|
|
2023
Q3 | $207K | Buy |
+726
| New | +$207K | 0.11% | 134 |
|