DWM
Defined Wealth Management’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561K | Buy |
1,988
+8
| +0.4% | +$2.26K | 0.35% | 60 |
|
|
2025
Q1 | $584K | Buy |
1,980
+1
| +0.1% | +$295 | 0.39% | 56 |
|
|
2024
Q4 | $574K | Buy |
1,979
+5
| +0.3% | +$1.45K | 0.38% | 58 |
|
|
2024
Q3 | $588K | Buy |
1,974
+11
| +0.6% | +$3.28K | 0.38% | 61 |
|
|
2024
Q2 | $507K | Buy |
1,963
+5
| +0.3% | +$1.29K | 0.35% | 62 |
|
|
2024
Q1 | $474K | Buy |
1,958
+267
| +16% | +$64.7K | 0.34% | 72 |
|
|
2023
Q4 | $463K | Sell |
1,691
-264
| -14% | -$72.3K | 0.35% | 71 |
|
|
2023
Q3 | $554K | Buy |
1,955
+264
| +16% | +$74.8K | 0.47% | 57 |
|
|
2023
Q2 | $507K | Buy |
1,691
+1
| +0.1% | +$300 | 0.43% | 58 |
|
|
2023
Q1 | $485K | Hold |
1,690
| – | – | 0.45% | 59 |
|
|
2022
Q4 | $521K | Hold |
1,690
| – | – | 0.49% | 52 |
|
|
2022
Q3 | $393K | Hold |
1,690
| – | – | 0.43% | 62 |
|
|
2022
Q2 | $406K | Hold |
1,690
| – | – | 0.42% | 62 |
|
|
2022
Q1 | $422K | Hold |
1,690
| – | – | 0.37% | 62 |
|
|
2021
Q4 | $514K | Hold |
1,690
| – | – | 0.42% | 54 |
|
|
2021
Q3 | $433K | Hold |
1,690
| – | – | 0.38% | 57 |
|
|
2021
Q2 | $486K | Hold |
1,690
| – | – | 0.43% | 51 |
|
|
2021
Q1 | $475K | Hold |
1,690
| – | – | 0.45% | 48 |
|
|
2020
Q4 | $462K | Buy |
+1,690
| New | +$462K | 0.46% | 50 |
|