Caldwell Trust’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
7,100
+249
|
|
||||
|
2025
Q1 | $2.02M | Buy |
6,851
+26
|
|
||||
|
2024
Q4 | $1.98M | Sell |
6,825
-888
|
|
||||
|
2024
Q3 | $2.3M | Sell |
7,713
-53
|
|
||||
|
2024
Q2 | $2M | Buy |
7,766
+855
|
|
||||
|
2024
Q1 | $1.67M | Sell |
6,911
-136
|
|
||||
|
2023
Q4 | $1.93M | Buy |
7,047
+7
|
|
||||
|
2023
Q3 | $2M | Hold |
7,040
|
|
||||
|
2023
Q2 | $2.11M | Buy |
7,040
+50
|
|
||||
|
2023
Q1 | $2.01M | Buy |
6,990
+45
|
|
||||
|
2022
Q4 | $2.14M | Sell |
6,945
-111
|
|
||||
|
2022
Q3 | $1.64M | Buy |
7,056
+168
|
|
||||
|
2022
Q2 | $1.66M | Hold |
6,888
|
|
||||
|
2022
Q1 | $1.72M | Hold |
6,888
|
|
||||
|
2021
Q4 | $2.1M | Hold |
6,888
|
|
||||
|
2021
Q3 | $1.76M | Sell |
6,888
-636
|
|
||||
|
2021
Q2 | $2.16M | Buy |
7,524
+35
|
|
||||
|
2021
Q1 | $2.11M | Buy |
7,489
+8
|
|
||||
|
2020
Q4 | $2.04M | Sell |
7,481
-213
|
|
||||
|
2020
Q3 | $2.29M | Sell |
7,694
-332
|
|
||||
|
2020
Q2 | $1.94M | Sell |
8,026
-33
|
|
||||
|
2020
Q1 | $1.61M | Hold |
8,059
|
|
||||
|
2019
Q4 | $1.89M | Buy |
+8,059
|
|