Appleton Partners’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 | $2.74M | Buy |
+9,715
| New | +$2.74M | 0.19% | 102 |
|
|
2024
Q4 | – | Sell |
-851
| Closed | -$253K | – | 254 |
|
|
2024
Q3 | $253K | Hold |
851
| – | – | 0.02% | 234 |
|
|
2024
Q2 | $220K | Sell |
851
-182
| -18% | -$47.1K | 0.02% | 247 |
|
|
2024
Q1 | $250K | Sell |
1,033
-175
| -14% | -$42.4K | 0.02% | 247 |
|
|
2023
Q4 | $331K | Sell |
1,208
-227
| -16% | -$62.2K | 0.03% | 228 |
|
|
2023
Q3 | $407K | Sell |
1,435
-180
| -11% | -$51.1K | 0.04% | 209 |
|
|
2023
Q2 | $484K | Sell |
1,615
-9
| -0.6% | -$2.7K | 0.04% | 199 |
|
|
2023
Q1 | $466K | Sell |
1,624
-115
| -7% | -$33K | 0.04% | 208 |
|
|
2022
Q4 | $536K | Sell |
1,739
-24
| -1% | -$7.4K | 0.05% | 198 |
|
|
2022
Q3 | $410K | Sell |
1,763
-7
| -0.4% | -$1.63K | 0.04% | 214 |
|
|
2022
Q2 | $426K | Hold |
1,770
| – | – | 0.04% | 216 |
|
|
2022
Q1 | $442K | Sell |
1,770
-310
| -15% | -$77.4K | 0.04% | 227 |
|
|
2021
Q4 | $633K | Sell |
2,080
-349
| -14% | -$106K | 0.05% | 199 |
|
|
2021
Q3 | $622K | Buy |
2,429
+178
| +8% | +$45.6K | 0.05% | 190 |
|
|
2021
Q2 | $648K | Sell |
2,251
-16
| -0.7% | -$4.61K | 0.06% | 182 |
|
|
2021
Q1 | $638K | Sell |
2,267
-101
| -4% | -$28.4K | 0.06% | 178 |
|
|
2020
Q4 | $647K | Sell |
2,368
-125
| -5% | -$34.2K | 0.06% | 168 |
|
|
2020
Q3 | $743K | Sell |
2,493
-4
| -0.2% | -$1.19K | 0.08% | 153 |
|
|
2020
Q2 | $603K | Sell |
2,497
-125
| -5% | -$30.2K | 0.07% | 160 |
|
|
2020
Q1 | $523K | Buy |
2,622
+62
| +2% | +$12.4K | 0.07% | 164 |
|
|
2019
Q4 | $602K | Hold |
2,560
| – | – | 0.07% | 180 |
|
|
2019
Q3 | $568K | Hold |
2,560
| – | – | 0.07% | 178 |
|
|
2019
Q2 | $580K | Sell |
2,560
-88
| -3% | -$19.9K | 0.07% | 175 |
|
|
2019
Q1 | $506K | Sell |
2,648
-1,000
| -27% | -$191K | 0.07% | 183 |
|
|
2018
Q4 | $584K | Sell |
3,648
-79
| -2% | -$12.6K | 0.09% | 161 |
|
|
2018
Q3 | $623K | Hold |
3,727
| – | – | 0.08% | 170 |
|
|
2018
Q2 | $580K | Sell |
3,727
-165
| -4% | -$25.7K | 0.08% | 172 |
|
|
2018
Q1 | $619K | Sell |
3,892
-121
| -3% | -$19.2K | 0.09% | 168 |
|
|
2017
Q4 | $658K | Sell |
4,013
-102
| -2% | -$16.7K | 0.1% | 162 |
|
|
2017
Q3 | $622K | Hold |
4,115
| – | – | 0.1% | 151 |
|
|
2017
Q2 | $589K | Sell |
4,115
-65
| -2% | -$9.3K | 0.1% | 160 |
|
|
2017
Q1 | $566K | Sell |
4,180
-130
| -3% | -$17.6K | 0.1% | 154 |
|
|
2016
Q4 | $620K | Sell |
4,310
-1,209
| -22% | -$174K | 0.13% | 139 |
|
|
2016
Q3 | $767K | Sell |
5,519
-1,065
| -16% | -$148K | 0.14% | 134 |
|
|
2016
Q2 | $865K | Hold |
6,584
| – | – | 0.18% | 109 |
|
|
2016
Q1 | $877K | Buy |
6,584
+291
| +5% | +$38.8K | 0.17% | 106 |
|
|
2015
Q4 | $757K | Buy |
6,293
+825
| +15% | +$99.2K | 0.15% | 112 |
|
|
2015
Q3 | $645K | Buy |
5,468
+2,843
| +108% | +$335K | 0.15% | 116 |
|
|
2015
Q2 | $332K | Buy |
2,625
+968
| +58% | +$122K | 0.07% | 147 |
|
|
2015
Q1 | $232K | Sell |
1,657
-33
| -2% | -$4.62K | 0.05% | 165 |
|
|
2014
Q4 | $225K | Hold |
1,690
| – | – | 0.05% | 169 |
|
|
2014
Q3 | $203K | Buy |
+1,690
| New | +$203K | 0.05% | 178 |
|