Brandywine Oak Private Wealth’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 | $576K | Sell |
2,043
-182
| -8% | -$51.3K | 0.05% | 137 |
|
|
2025
Q1 | $656K | Sell |
2,225
-33
| -1% | -$9.73K | 0.06% | 128 |
|
|
2024
Q4 | $655K | Buy |
2,258
+3
| +0.1% | +$870 | 0.06% | 128 |
|
|
2024
Q3 | $671K | Sell |
2,255
-73
| -3% | -$21.7K | 0.07% | 128 |
|
|
2024
Q2 | $601K | Buy |
2,328
+1,216
| +109% | +$314K | 0.06% | 130 |
|
|
2024
Q1 | $269K | Buy |
1,112
+4
| +0.4% | +$969 | 0.03% | 204 |
|
|
2023
Q4 | $303K | Buy |
1,108
+264
| +31% | +$72.3K | 0.03% | 188 |
|
|
2023
Q3 | $239K | Sell |
844
-70
| -8% | -$19.8K | 0.03% | 207 |
|
|
2023
Q2 | $274K | Sell |
914
-60
| -6% | -$18K | 0.03% | 211 |
|
|
2023
Q1 | $280K | Sell |
974
-31
| -3% | -$8.91K | 0.03% | 204 |
|
|
2022
Q4 | $310K | Sell |
1,005
-44
| -4% | -$13.6K | 0.04% | 194 |
|
|
2022
Q3 | $244K | Sell |
1,049
-227
| -18% | -$52.8K | 0.03% | 239 |
|
|
2022
Q2 | $306K | Buy |
1,276
+3
| +0.2% | +$719 | 0.04% | 236 |
|
|
2022
Q1 | $318K | Sell |
1,273
-1,064
| -46% | -$266K | 0.04% | 248 |
|
|
2021
Q4 | $711K | Sell |
2,337
-228
| -9% | -$69.4K | 0.08% | 166 |
|
|
2021
Q3 | $656K | Buy |
2,565
+235
| +10% | +$60.1K | 0.08% | 170 |
|
|
2021
Q2 | $670K | Buy |
2,330
+1,316
| +130% | +$378K | 0.08% | 165 |
|
|
2021
Q1 | $285K | Hold |
1,014
| – | – | 0.04% | 215 |
|
|
2020
Q4 | $277K | Sell |
1,014
-783
| -44% | -$214K | 0.04% | 207 |
|
|
2020
Q3 | $535K | Buy |
1,797
+711
| +65% | +$212K | 0.09% | 135 |
|
|
2020
Q2 | $262K | Sell |
1,086
-363
| -25% | -$87.6K | 0.05% | 188 |
|
|
2020
Q1 | $289K | Buy |
1,449
+276
| +24% | +$55K | 0.06% | 162 |
|
|
2019
Q4 | $275K | Buy |
1,173
+21
| +2% | +$4.92K | 0.05% | 190 |
|
|
2019
Q3 | $255K | Buy |
1,152
+208
| +22% | +$46K | 0.05% | 194 |
|
|
2019
Q2 | $213K | Buy |
+944
| New | +$213K | 0.04% | 208 |
|
|
2019
Q1 | – | Sell |
-1,544
| Closed | -$251K | – | 241 |
|
|
2018
Q4 | $251K | Buy |
+1,544
| New | +$251K | 0.06% | 170 |
|