Appleton Partners’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $253K | Hold |
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|
2024
Q2 | $220K | Sell |
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|
2024
Q1 | $250K | Sell |
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|
2023
Q4 | $331K | Sell |
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|
2023
Q3 | $407K | Sell |
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|
2023
Q2 | $484K | Sell |
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|
2023
Q1 | $466K | Sell |
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|
2022
Q4 | $536K | Sell |
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|
2022
Q3 | $410K | Sell |
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|
2022
Q2 | $426K | Hold |
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|
2022
Q1 | $442K | Sell |
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|
2021
Q4 | $633K | Sell |
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|
2021
Q3 | $622K | Buy |
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|
2021
Q2 | $648K | Sell |
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|
2021
Q1 | $638K | Sell |
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|
2020
Q4 | $647K | Sell |
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|
2020
Q3 | $743K | Sell |
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|
2020
Q2 | $603K | Sell |
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|
2020
Q1 | $523K | Buy |
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|
2019
Q4 | $602K | Hold |
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|
2019
Q3 | $568K | Hold |
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|
2019
Q2 | $580K | Sell |
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|
2019
Q1 | $506K | Sell |
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|
2018
Q4 | $584K | Sell |
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|
2018
Q3 | $623K | Hold |
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|
2018
Q2 | $580K | Sell |
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|
2018
Q1 | $619K | Sell |
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|
2017
Q4 | $658K | Sell |
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|
2017
Q3 | $622K | Hold |
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|
2017
Q2 | $589K | Sell |
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|
2017
Q1 | $566K | Sell |
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|
2016
Q4 | $620K | Sell |
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|
2016
Q3 | $767K | Sell |
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|
2016
Q2 | $865K | Hold |
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|
2016
Q1 | $877K | Buy |
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|
2015
Q4 | $757K | Buy |
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|
2015
Q3 | $645K | Buy |
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|
2015
Q2 | $332K | Buy |
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|
2015
Q1 | $232K | Sell |
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|
2014
Q4 | $225K | Hold |
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|
2014
Q3 | $203K | Buy |
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