Baron 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 | $234K | Sell |
830
-244
| -23% | -$68.8K | 0.08% | 188 |
|
|
2025
Q1 | $317K | Sell |
1,074
-195
| -15% | -$57.5K | 0.14% | 123 |
|
|
2024
Q4 | $368K | Buy |
1,269
+25
| +2% | +$7.25K | 0.17% | 100 |
|
|
2024
Q3 | $370K | Sell |
1,244
-43
| -3% | -$12.8K | 0.18% | 95 |
|
|
2024
Q2 | $332K | Buy |
1,287
+347
| +37% | +$89.5K | 0.17% | 94 |
|
|
2024
Q1 | $228K | Sell |
940
-47
| -5% | -$11.4K | 0.12% | 158 |
|
|
2023
Q4 | $270K | Buy |
987
+5
| +0.5% | +$1.37K | 0.15% | 127 |
|
|
2023
Q3 | $278K | Buy |
982
+13
| +1% | +$3.68K | 0.18% | 101 |
|
|
2023
Q2 | $290K | Buy |
969
+6
| +0.6% | +$1.8K | 0.18% | 99 |
|
|
2023
Q1 | $277K | Buy |
963
+11
| +1% | +$3.16K | 0.2% | 92 |
|
|
2022
Q4 | $293K | Buy |
+952
| New | +$293K | 0.23% | 80 |
|