BKM 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
Q1 | – | Sell |
-843
| Closed | -$245K | – | 159 |
|
|
2024
Q4 | $245K | Sell |
843
-22
| -3% | -$6.38K | 0.1% | 146 |
|
|
2024
Q3 | $258K | Sell |
865
-2,066
| -70% | -$615K | 0.1% | 145 |
|
|
2024
Q2 | $756K | Sell |
2,931
-2,027
| -41% | -$523K | 0.36% | 80 |
|
|
2024
Q1 | $1.2M | Buy |
4,958
+747
| +18% | +$181K | 0.52% | 66 |
|
|
2023
Q4 | $1.15M | Buy |
+4,211
| New | +$1.15M | 0.49% | 57 |
|