Connecticut 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
Q2 | $648K | Sell |
2,297
-88
| -4% | -$24.8K | 0.03% | 196 |
|
|
2025
Q1 | $703K | Buy |
2,385
+39
| +2% | +$11.5K | 0.04% | 184 |
|
|
2024
Q4 | $680K | Sell |
2,346
-18
| -0.8% | -$5.22K | 0.03% | 161 |
|
|
2024
Q3 | $704K | Sell |
2,364
-253
| -10% | -$75.3K | 0.03% | 192 |
|
|
2024
Q2 | $675K | Sell |
2,617
-899
| -26% | -$232K | 0.03% | 193 |
|
|
2024
Q1 | $852K | Sell |
3,516
-54
| -2% | -$13.1K | 0.05% | 165 |
|
|
2023
Q4 | $977K | Buy |
3,570
+154
| +5% | +$42.2K | 0.06% | 146 |
|
|
2023
Q3 | $968K | Buy |
3,416
+54
| +2% | +$15.3K | 0.07% | 120 |
|
|
2023
Q2 | $1.01M | Sell |
3,362
-36
| -1% | -$10.8K | 0.07% | 101 |
|
|
2023
Q1 | $976K | Buy |
3,398
+55
| +2% | +$15.8K | 0.07% | 96 |
|
|
2022
Q4 | $1.03M | Sell |
3,343
-12
| -0.4% | -$3.7K | 0.09% | 80 |
|
|
2022
Q3 | $781K | Buy |
3,355
+235
| +8% | +$54.7K | 0.07% | 91 |
|
|
2022
Q2 | $750K | Buy |
3,120
+106
| +4% | +$25.5K | 0.07% | 96 |
|
|
2022
Q1 | $753K | Buy |
3,014
+41
| +1% | +$10.2K | 0.06% | 99 |
|
|
2021
Q4 | $905K | Sell |
2,973
-55
| -2% | -$16.7K | 0.07% | 91 |
|
|
2021
Q3 | $776K | Sell |
3,028
-145
| -5% | -$37.2K | 0.07% | 90 |
|
|
2021
Q2 | $913K | Buy |
3,173
+150
| +5% | +$43.2K | 0.08% | 86 |
|
|
2021
Q1 | $850K | Buy |
3,023
+318
| +12% | +$89.4K | 0.08% | 74 |
|
|
2020
Q4 | $739K | Sell |
2,705
-135
| -5% | -$36.9K | 0.08% | 93 |
|
|
2020
Q3 | $846K | Buy |
2,840
+720
| +34% | +$214K | 0.09% | 90 |
|
|
2020
Q2 | $512K | Sell |
2,120
-50
| -2% | -$12.1K | 0.06% | 86 |
|
|
2020
Q1 | $433K | Buy |
2,170
+50
| +2% | +$9.98K | 0.06% | 97 |
|
|
2019
Q4 | $498K | Sell |
2,120
-75
| -3% | -$17.6K | 0.05% | 104 |
|
|
2019
Q3 | $487K | Buy |
2,195
+75
| +4% | +$16.6K | 0.06% | 103 |
|
|
2019
Q2 | $480K | Hold |
2,120
| – | – | 0.06% | 101 |
|
|
2019
Q1 | $405K | Sell |
2,120
-37
| -2% | -$7.07K | 0.14% | 48 |
|
|
2018
Q4 | $345K | Hold |
2,157
| – | – | 0.15% | 48 |
|
|
2018
Q3 | $365K | Sell |
2,157
-182
| -8% | -$30.8K | 0.16% | 53 |
|
|
2018
Q2 | $364K | Hold |
2,339
| – | – | 0.17% | 47 |
|
|
2018
Q1 | $366K | Buy |
2,339
+800
| +52% | +$125K | 0.21% | 43 |
|
|
2017
Q4 | $260K | Hold |
1,539
| – | – | 0.14% | 51 |
|
|
2017
Q3 | $235K | Hold |
1,539
| – | – | 0.14% | 56 |
|
|
2017
Q2 | $221K | Hold |
1,539
| – | – | 0.13% | 57 |
|
|
2017
Q1 | $208K | Hold |
1,539
| – | – | 0.13% | 60 |
|
|
2016
Q4 | $225K | Sell |
1,539
-222
| -13% | -$32.5K | 0.14% | 55 |
|
|
2016
Q3 | $224K | Buy |
+1,761
| New | +$224K | 0.16% | 52 |
|