Baker Tilly Wealth Management’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 | $750K | Buy |
2,658
+29
| +1% | +$8.18K | 0.27% | 83 |
|
|
2025
Q1 | $775K | Buy |
2,629
+312
| +13% | +$92K | 0.3% | 85 |
|
|
2024
Q4 | $672K | Buy |
2,317
+156
| +7% | +$45.3K | 0.26% | 89 |
|
|
2024
Q3 | $643K | Buy |
2,161
+313
| +17% | +$93.2K | 0.28% | 89 |
|
|
2024
Q2 | $477K | Sell |
1,848
-1,813
| -50% | -$468K | 0.2% | 126 |
|
|
2024
Q1 | $887K | Buy |
3,661
+680
| +23% | +$165K | 0.16% | 137 |
|
|
2023
Q4 | $816K | Sell |
2,981
-182
| -6% | -$49.8K | 0.13% | 170 |
|
|
2023
Q3 | $896K | Sell |
3,163
-838
| -21% | -$237K | 0.15% | 146 |
|
|
2023
Q2 | $1.2M | Sell |
4,001
-218
| -5% | -$65.3K | 0.13% | 178 |
|
|
2023
Q1 | $1.21M | Sell |
4,219
-290
| -6% | -$83.3K | 0.14% | 172 |
|
|
2022
Q4 | $1.39M | Sell |
4,509
-285
| -6% | -$87.9K | 0.17% | 135 |
|
|
2022
Q3 | $1.12M | Buy |
4,794
+291
| +6% | +$67.7K | 0.15% | 145 |
|
|
2022
Q2 | $1.08M | Sell |
4,503
-19
| -0.4% | -$4.57K | 0.14% | 152 |
|
|
2022
Q1 | $1.13M | Buy |
4,522
+1,044
| +30% | +$261K | 0.13% | 172 |
|
|
2021
Q4 | $1.06M | Sell |
3,478
-1,037
| -23% | -$315K | 0.11% | 184 |
|
|
2021
Q3 | $1.16M | Buy |
4,515
+1,828
| +68% | +$468K | 0.15% | 136 |
|
|
2021
Q2 | $773K | Buy |
2,687
+601
| +29% | +$173K | 0.12% | 185 |
|
|
2021
Q1 | $587K | Buy |
2,086
+602
| +41% | +$169K | 0.12% | 207 |
|
|
2020
Q4 | $405K | Buy |
+1,484
| New | +$405K | 0.13% | 179 |
|