Bartlett & Co 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 | $1.31M | Sell |
4,649
-76
| -2% | -$21.4K | 0.02% | 235 |
|
|
2025
Q1 | $1.39M | Sell |
4,725
-116
| -2% | -$34.2K | 0.02% | 224 |
|
|
2024
Q4 | $1.4M | Sell |
4,841
-1,788
| -27% | -$519K | 0.02% | 224 |
|
|
2024
Q3 | $1.97M | Sell |
6,629
-83
| -1% | -$24.7K | 0.03% | 199 |
|
|
2024
Q2 | $1.73M | Buy |
6,712
+216
| +3% | +$55.7K | 0.03% | 204 |
|
|
2024
Q1 | $1.59M | Sell |
6,496
-27
| -0.4% | -$6.59K | 0.02% | 220 |
|
|
2023
Q4 | $1.79M | Sell |
6,523
-1,310
| -17% | -$359K | 0.03% | 212 |
|
|
2023
Q3 | $2.23M | Sell |
7,833
-38
| -0.5% | -$10.8K | 0.04% | 185 |
|
|
2023
Q2 | $2.37M | Buy |
7,871
+95
| +1% | +$28.6K | 0.04% | 181 |
|
|
2023
Q1 | $2.25M | Sell |
7,776
-511
| -6% | -$148K | 0.04% | 170 |
|
|
2022
Q4 | $2.57M | Buy |
8,287
+66
| +0.8% | +$20.5K | 0.05% | 167 |
|
|
2022
Q3 | $1.93M | Sell |
8,221
-33
| -0.4% | -$7.73K | 0.04% | 173 |
|
|
2022
Q2 | $2M | Sell |
8,254
-178
| -2% | -$43.1K | 0.04% | 170 |
|
|
2022
Q1 | $2.12M | Sell |
8,432
-82
| -1% | -$20.6K | 0.04% | 174 |
|
|
2021
Q4 | $2.6M | Sell |
8,514
-522
| -6% | -$160K | 0.04% | 168 |
|
|
2021
Q3 | $2.33M | Buy |
9,036
+262
| +3% | +$67.5K | 0.04% | 161 |
|
|
2021
Q2 | $2.54M | Buy |
8,774
+75
| +0.9% | +$21.7K | 0.05% | 160 |
|
|
2021
Q1 | $2.46M | Sell |
8,699
-380
| -4% | -$107K | 0.05% | 157 |
|
|
2020
Q4 | $2.49M | Sell |
9,079
-489
| -5% | -$134K | 0.05% | 153 |
|
|
2020
Q3 | $2.86M | Buy |
9,568
+275
| +3% | +$82.3K | 0.07% | 144 |
|
|
2020
Q2 | $2.26M | Sell |
9,293
-600
| -6% | -$146K | 0.06% | 151 |
|
|
2020
Q1 | $1.99M | Sell |
9,893
-463
| -4% | -$93K | 0.06% | 156 |
|
|
2019
Q4 | $2.45M | Sell |
10,356
-135
| -1% | -$31.9K | 0.06% | 158 |
|
|
2019
Q3 | $2.34M | Buy |
10,491
+10,000
| +2,037% | +$2.23M | 0.06% | 158 |
|
|
2019
Q2 | $112K | Hold |
491
| – | – | ﹤0.01% | 316 |
|
|
2019
Q1 | $94.3K | Hold |
491
| – | – | ﹤0.01% | 325 |
|
|
2018
Q4 | $79.1K | Hold |
491
| – | – | ﹤0.01% | 334 |
|
|
2018
Q3 | $82.6K | Sell |
491
-300
| -38% | -$50.4K | ﹤0.01% | 344 |
|
|
2018
Q2 | $123K | Buy |
791
+300
| +61% | +$46.7K | 0.01% | 306 |
|
|
2018
Q1 | $78.6K | Buy |
+491
| New | +$78.6K | ﹤0.01% | 368 |
|