Axxcess Wealth Management’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Sell |
1,063
-39
| -4% | -$11K | 0.01% | 714 |
|
|
2025
Q1 | $325K | Sell |
1,102
-133
| -11% | -$39.2K | 0.01% | 662 |
|
|
2024
Q4 | $358K | Sell |
1,235
-33
| -3% | -$9.57K | 0.01% | 624 |
|
|
2024
Q3 | $378K | Sell |
1,268
-1,496
| -54% | -$445K | 0.01% | 627 |
|
|
2024
Q2 | $713K | Buy |
2,764
+1,336
| +94% | +$345K | 0.02% | 447 |
|
|
2024
Q1 | $346K | Buy |
1,428
+602
| +73% | +$146K | 0.01% | 629 |
|
|
2023
Q4 | $226K | Sell |
826
-999
| -55% | -$274K | 0.01% | 739 |
|
|
2023
Q3 | $517K | Buy |
1,825
+872
| +92% | +$247K | 0.02% | 460 |
|
|
2023
Q2 | $285K | Buy |
953
+64
| +7% | +$19.2K | 0.02% | 461 |
|
|
2023
Q1 | $255K | Buy |
889
+28
| +3% | +$8.04K | 0.02% | 523 |
|
|
2022
Q4 | $265K | Buy |
+861
| New | +$265K | 0.02% | 477 |
|
|
2022
Q1 | – | Sell |
-2,271
| Closed | -$691K | – | 628 |
|
|
2021
Q4 | $691K | Buy |
+2,271
| New | +$691K | 0.05% | 286 |
|