Baldwin Wealth Partners’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 | $483K | Sell |
1,714
-1
| -0.1% | -$282 | 0.03% | 145 |
|
|
2025
Q1 | $506K | Sell |
1,715
-66
| -4% | -$19.5K | 0.04% | 143 |
|
|
2024
Q4 | $517K | Buy |
1,781
+12
| +0.7% | +$3.48K | 0.04% | 146 |
|
|
2024
Q3 | $527K | Buy |
1,769
+591
| +50% | +$176K | 0.04% | 188 |
|
|
2024
Q2 | $304K | Sell |
1,178
-207
| -15% | -$53.4K | 0.02% | 168 |
|
|
2024
Q1 | $336K | Sell |
1,385
-489
| -26% | -$118K | 0.03% | 175 |
|
|
2023
Q4 | $513K | Buy |
1,874
+57
| +3% | +$15.6K | 0.04% | 147 |
|
|
2023
Q3 | $515K | Sell |
1,817
-17
| -0.9% | -$4.82K | 0.04% | 145 |
|
|
2023
Q2 | $549K | Sell |
1,834
-500
| -21% | -$150K | 0.05% | 148 |
|
|
2023
Q1 | $670K | Hold |
2,334
| – | – | 0.06% | 131 |
|
|
2022
Q4 | $719K | Buy |
2,334
+650
| +39% | +$200K | 0.07% | 129 |
|
|
2022
Q3 | $392K | Buy |
1,684
+110
| +7% | +$25.6K | 0.05% | 119 |
|
|
2022
Q2 | $378K | Hold |
1,574
| – | – | 0.05% | 131 |
|
|
2022
Q1 | $393K | Buy |
1,574
+150
| +11% | +$37.5K | 0.04% | 139 |
|
|
2021
Q4 | $433K | Buy |
1,424
+50
| +4% | +$15.2K | 0.04% | 141 |
|
|
2021
Q3 | $352K | Hold |
1,374
| – | – | 0.04% | 149 |
|
|
2021
Q2 | $395K | Hold |
1,374
| – | – | 0.04% | 143 |
|
|
2021
Q1 | $387K | Buy |
1,374
+15
| +1% | +$4.23K | 0.05% | 128 |
|
|
2020
Q4 | $371K | Hold |
1,359
| – | – | 0.05% | 127 |
|
|
2020
Q3 | $405K | Hold |
1,359
| – | – | 0.06% | 113 |
|
|
2020
Q2 | $328K | Sell |
1,359
-110
| -7% | -$26.5K | 0.05% | 124 |
|
|
2020
Q1 | $293K | Sell |
1,469
-126
| -8% | -$25.1K | 0.05% | 123 |
|
|
2019
Q4 | $375K | Sell |
1,595
-15
| -0.9% | -$3.53K | 0.05% | 133 |
|
|
2019
Q3 | $357K | Hold |
1,610
| – | – | 0.05% | 132 |
|
|
2019
Q2 | $364K | Sell |
1,610
-5
| -0.3% | -$1.13K | 0.05% | 153 |
|
|
2019
Q1 | $308K | Sell |
1,615
-20
| -1% | -$3.81K | 0.05% | 171 |
|
|
2018
Q4 | $262K | Hold |
1,635
| – | – | 0.04% | 172 |
|
|
2018
Q3 | $273K | Buy |
1,635
+79
| +5% | +$13.2K | 0.04% | 176 |
|
|
2018
Q2 | $242K | Sell |
1,556
-10
| -0.6% | -$1.56K | 0.04% | 179 |
|
|
2018
Q1 | $249K | Buy |
1,566
+80
| +5% | +$12.7K | 0.04% | 178 |
|
|
2017
Q4 | $244K | Buy |
1,486
+123
| +9% | +$20.2K | 0.04% | 182 |
|
|
2017
Q3 | $206K | Hold |
1,363
| – | – | 0.03% | 188 |
|
|
2017
Q2 | $195K | Hold |
1,363
| – | – | 0.03% | 187 |
|
|
2017
Q1 | $184K | Buy |
1,363
+68
| +5% | +$9.18K | 0.03% | 194 |
|
|
2016
Q4 | $186K | Sell |
1,295
-105
| -8% | -$15.1K | 0.03% | 184 |
|
|
2016
Q3 | $195K | Hold |
1,400
| – | – | 0.04% | 181 |
|
|
2016
Q2 | $184K | Hold |
1,400
| – | – | 0.04% | 171 |
|
|
2016
Q1 | $187K | Buy |
+1,400
| New | +$187K | 0.03% | 202 |
|
|
2015
Q2 | – | Sell |
-1,535
| Closed | -$215K | – | 251 |
|
|
2015
Q1 | $215K | Sell |
1,535
-295
| -16% | -$41.3K | 0.03% | 220 |
|
|
2014
Q4 | $244K | Sell |
1,830
-470
| -20% | -$62.7K | 0.04% | 216 |
|
|
2014
Q3 | $277K | Buy |
2,300
+246
| +12% | +$29.6K | 0.04% | 217 |
|
|
2014
Q2 | $244K | Hold |
2,054
| – | – | 0.04% | 216 |
|
|
2014
Q1 | $226K | Sell |
2,054
-324
| -14% | -$35.6K | 0.04% | 220 |
|
|
2013
Q4 | $246K | Hold |
2,378
| – | – | 0.04% | 210 |
|
|
2013
Q3 | $234K | Sell |
2,378
-345
| -13% | -$33.9K | 0.04% | 210 |
|
|
2013
Q2 | $231K | Buy |
+2,723
| New | +$231K | 0.05% | 194 |
|