Choate Investment Advisors’s Air Products & Chemicals APD Stock Holding History

Choate Investment Advisors’s Portfolio APD Stock Details APD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.18M	Buy	7,489 +17	+0.2%	+$4.69K	0.04%	155
2025 Q4	$1.85M	Buy	7,472 +174	+2%	+$44.1K	0.04%	165
2025 Q3	$1.99M	Buy	7,298 +63	+0.9%	+$18.2K	0.04%	149
2025 Q2	$2.04M	Buy	7,235 +1,409	+24%	+$386K	0.04%	137
2025 Q1	$1.72M	Sell	5,826 -17	-0.3%	-$5.24K	0.04%	143
2024 Q4	$1.69M	Sell	5,843 -10	-0.2%	-$3.14K	0.04%	151
2024 Q3	$1.74M	Sell	5,853 -247	-4%	-$67.5K	0.04%	149
2024 Q2	$1.57M	Sell	6,100 -36	-0.6%	-$9.13K	0.04%	149
2024 Q1	$1.49M	Buy	6,136 +680	+12%	+$167K	0.04%	160
2023 Q4	$1.49M	Buy	5,456 +1,007	+23%	+$277K	0.05%	148
2023 Q3	$1.26M	Buy	4,449 +1,009	+29%	+$296K	0.05%	137
2023 Q2	$1.03M	Buy	3,440 +1,404	+69%	+$400K	0.04%	139
2023 Q1	$585K	Hold	2,036	–	–	0.03%	171
2022 Q4	$628K	Sell	2,036 -95	-4%	-$26.8K	0.04%	161
2022 Q3	$496K	Sell	2,131 -28	-1%	-$6.93K	0.03%	162
2022 Q2	$519K	Sell	2,159 -219	-9%	-$53.3K	0.03%	165
2022 Q1	$594K	Sell	2,378 -950	-29%	-$244K	0.03%	181
2021 Q4	$1.01M	Buy	3,328 +79	+2%	+$23.2K	0.06%	139
2021 Q3	$832K	Buy	3,249 +125	+4%	+$34.6K	0.05%	142
2021 Q2	$899K	Buy	3,124 +264	+9%	+$77.5K	0.05%	137
2021 Q1	$805K	Buy	2,860 +921	+47%	+$250K	0.05%	141
2020 Q4	$529K	Sell	1,939 -28	-1%	-$7.88K	0.03%	159
2020 Q3	$586K	Hold	1,967	–	–	0.04%	141
2020 Q2	$475K	Sell	1,967 -167	-8%	-$38.1K	0.03%	152
2020 Q1	$426K	Sell	2,134 -93	-4%	-$21.2K	0.03%	161
2019 Q4	$523K	Hold	2,227	–	–	0.03%	157
2019 Q3	$494K	Buy	2,227 +21	+1%	+$4.72K	0.03%	160
2019 Q2	$499K	Sell	2,206 -196	-8%	-$40.6K	0.03%	159
2019 Q1	$459K	Buy	2,402 +669	+39%	+$115K	0.03%	167
2018 Q4	$277K	Sell	1,733 -674	-28%	-$107K	0.02%	190
2018 Q3	$402K	Buy	2,407 +802	+50%	+$131K	0.02%	150
2018 Q2	$250K	Sell	1,605 -1,016	-39%	-$166K	0.01%	206
2018 Q1	$417K	Sell	2,621 -3	-0.1%	-$495	0.02%	179
2017 Q4	$431K	Buy	2,624 +198	+8%	+$31.5K	0.02%	180
2017 Q3	$367K	Buy	2,426 +308	+15%	+$45.1K	0.02%	196
2017 Q2	$303K	Hold	2,118	–	–	0.02%	205
2017 Q1	$287K	Hold	2,118	–	–	0.02%	210
2016 Q4	$305K	Sell	2,118 -172	-8%	-$24.1K	0.02%	199
2016 Q3	$318K	Buy	+2,290	New	+$318K	0.02%	190
2016 Q1	–	Sell	-9,659	Closed	-$1.29M	–	246
2015 Q4	$1.29M	Buy	+9,659	New	+$1.22M	0.09%	105
2015 Q2	–	Sell	-9,659	Closed	-$1.35M	–	255
2015 Q1	$1.35M	Hold	9,659	–	–	0.08%	99
2014 Q4	$1.29M	Buy	9,659 +939	+11%	+$119K	0.08%	104
2014 Q3	$1.05M	Hold	8,720	–	–	0.06%	116
2014 Q2	$1.04M	Hold	8,720	–	–	0.06%	121
2014 Q1	$960K	Hold	8,720	–	–	0.06%	129
2013 Q4	$902K	Sell	8,720 -76	-0.9%	-$7.66K	0.06%	126
2013 Q3	$867K	Buy	8,796 +132	+2%	+$12.5K	0.06%	127
2013 Q2	$734K	Buy	+8,664	New	+$728K	0.06%	133