Badgley Phelps Wealth Managers’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 | $371K | Sell |
1,314
-216
| -14% | -$60.9K | 0.01% | 237 |
|
|
2025
Q1 | $451K | Buy |
1,530
+12
| +0.8% | +$3.54K | 0.01% | 220 |
|
|
2024
Q4 | $440K | Hold |
1,518
| – | – | 0.01% | 221 |
|
|
2024
Q3 | $452K | Buy |
1,518
+338
| +29% | +$101K | 0.01% | 218 |
|
|
2024
Q2 | $304K | Sell |
1,180
-13
| -1% | -$3.36K | 0.01% | 223 |
|
|
2024
Q1 | $291K | Buy |
1,193
+13
| +1% | +$3.17K | 0.01% | 220 |
|
|
2023
Q4 | $325K | Sell |
1,180
-100
| -8% | -$27.6K | 0.01% | 211 |
|
|
2023
Q3 | $363K | Sell |
1,280
-4
| -0.3% | -$1.13K | 0.01% | 183 |
|
|
2023
Q2 | $385K | Hold |
1,284
| – | – | 0.01% | 192 |
|
|
2023
Q1 | $369K | Buy |
+1,284
| New | +$369K | 0.01% | 168 |
|