BAM
Baldrige Asset Management’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $4.67M | Sell |
16,260
-55
| -0.3% | -$15.8K | 1.92% | 15 |
|
|
2022
Q4 | $5.03M | Sell |
16,315
-200
| -1% | -$61.6K | 2.24% | 13 |
|
|
2022
Q3 | $3.84M | Hold |
16,515
| – | – | 1.83% | 15 |
|
|
2022
Q2 | $3.97M | Sell |
16,515
-18
| -0.1% | -$4.33K | 1.82% | 15 |
|
|
2022
Q1 | $4.13M | Buy |
16,533
+1,450
| +10% | +$362K | 1.69% | 15 |
|
|
2021
Q4 | $4.59M | Sell |
15,083
-1,576
| -9% | -$479K | 1.79% | 15 |
|
|
2021
Q3 | $4.27M | Sell |
16,659
-231
| -1% | -$59.2K | 1.78% | 15 |
|
|
2021
Q2 | $4.86M | Sell |
16,890
-3,070
| -15% | -$883K | 2.11% | 12 |
|
|
2021
Q1 | $5.62M | Buy |
19,960
+6,421
| +47% | +$1.81M | 3.07% | 10 |
|
|
2020
Q4 | $3.7M | Hold |
13,539
| – | – | 2.2% | 14 |
|
|
2020
Q3 | $4.03M | Buy |
13,539
+10,375
| +328% | +$3.09M | 2.72% | 12 |
|
|
2020
Q2 | $764K | Sell |
3,164
-108
| -3% | -$26.1K | 0.57% | 38 |
|
|
2020
Q1 | $653K | Hold |
3,272
| – | – | 0.57% | 40 |
|
|
2019
Q4 | $769K | Hold |
3,272
| – | – | 0.63% | 38 |
|
|
2019
Q3 | $726K | Buy |
3,272
+26
| +0.8% | +$5.77K | 0.64% | 37 |
|
|
2019
Q2 | $735K | Sell |
3,246
-3
| -0.1% | -$679 | 0.68% | 37 |
|
|
2019
Q1 | $620K | Buy |
+3,249
| New | +$620K | 0.61% | 39 |
|