AWS
Aspen Wealth Strategies’s Air Products & Chemicals APD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $962K | Buy |
3,412
+69
| +2% | +$19.5K | 0.58% | 25 |
|
2025
Q1 | $986K | Buy |
3,343
+6
| +0.2% | +$1.77K | 0.65% | 24 |
|
2024
Q4 | $968K | Buy |
3,337
+21
| +0.6% | +$6.09K | 0.62% | 24 |
|
2024
Q3 | $987K | Sell |
3,316
-429
| -11% | -$128K | 0.64% | 23 |
|
2024
Q2 | $1.01M | Sell |
3,745
-81
| -2% | -$21.9K | 0.7% | 23 |
|
2024
Q1 | $927K | Buy |
3,826
+569
| +17% | +$138K | 0.64% | 25 |
|
2023
Q4 | $892K | Buy |
3,257
+15
| +0.5% | +$4.11K | 0.65% | 32 |
|
2023
Q3 | $919K | Buy |
3,242
+252
| +8% | +$71.4K | 0.72% | 25 |
|
2023
Q2 | $896K | Buy |
2,990
+321
| +12% | +$96.1K | 0.68% | 23 |
|
2023
Q1 | $767K | Sell |
2,669
-32
| -1% | -$9.19K | 0.59% | 23 |
|
2022
Q4 | $833K | Buy |
+2,701
| New | +$833K | 0.67% | 23 |
|