BWAM
Boyd Watterson Asset Management’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $769K | Buy |
2,727
+29
| +1% | +$8.18K | 0.24% | 75 |
|
|
2025
Q1 | $796K | Hold |
2,698
| – | – | 0.25% | 70 |
|
|
2024
Q4 | $783K | Sell |
2,698
-5
| -0.2% | -$1.45K | 0.22% | 73 |
|
|
2024
Q3 | $805K | Sell |
2,703
-6
| -0.2% | -$1.79K | 0.22% | 73 |
|
|
2024
Q2 | $699K | Hold |
2,709
| – | – | 0.2% | 76 |
|
|
2024
Q1 | $656K | Hold |
2,709
| – | – | 0.24% | 73 |
|
|
2023
Q4 | $742K | Sell |
2,709
-5
| -0.2% | -$1.37K | 0.29% | 64 |
|
|
2023
Q3 | $769K | Hold |
2,714
| – | – | 0.34% | 63 |
|
|
2023
Q2 | $813K | Buy |
2,714
+3
| +0.1% | +$899 | 0.32% | 70 |
|
|
2023
Q1 | $779K | Buy |
2,711
+4
| +0.1% | +$1.15K | 0.32% | 72 |
|
|
2022
Q4 | $834K | Hold |
2,707
| – | – | 0.34% | 72 |
|
|
2022
Q3 | $630K | Hold |
2,707
| – | – | 0.29% | 84 |
|
|
2022
Q2 | $651K | Sell |
2,707
-7
| -0.3% | -$1.68K | 0.28% | 82 |
|
|
2022
Q1 | $678K | Buy |
2,714
+4
| +0.1% | +$999 | 0.25% | 94 |
|
|
2021
Q4 | $825K | Hold |
2,710
| – | – | 0.27% | 89 |
|
|
2021
Q3 | $694K | Hold |
2,710
| – | – | 0.26% | 93 |
|
|
2021
Q2 | $780K | Buy |
2,710
+12
| +0.4% | +$3.45K | 0.31% | 88 |
|
|
2021
Q1 | $759K | Sell |
2,698
-16
| -0.6% | -$4.5K | 0.33% | 88 |
|
|
2020
Q4 | $742K | Sell |
2,714
-19
| -0.7% | -$5.2K | 0.35% | 84 |
|
|
2020
Q3 | $814K | Buy |
+2,733
| New | +$814K | 0.45% | 67 |
|