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Dorchester Wealth Management’s Air Products & Chemicals APD Stock Holding History

Dorchester Wealth Management’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
2024
Q4 		$232K Hold
800
– – 0.05% 132
2024
Q3 		$238K Hold
800
– – 0.04% 138
2024
Q2 		$206K Buy
+800
New +$203K 0.04% 148
2024
Q1 		– Sell
-800
Closed -$219K – 167
2023
Q4 		$219K Hold
800
– – 0.04% 143
2023
Q3 		$227K Hold
800
– – 0.05% 138
2023
Q2 		$240K Hold
800
– – 0.05% 128
2023
Q1 		$230K Buy
+800
New +$233K 0.05% 141
2022
Q2 		– Sell
-800
Closed -$250K – 156
2022
Q1 		$250K Buy
+800
New +$206K 0.04% 143

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Dorchester Wealth Management's APD Position: Q4 2024 in Review

Dorchester Wealth Management held its Air Products & Chemicals (APD) position steady in Q4 2024 at 800 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #132.

Dorchester Wealth Management first reported a position in APD in Q1 2022 and has held it in 8 quarters since. The position peaked at $250K in Q1 2022. 1,797 funds tracked by Wall St. Rank hold APD as of Q4 2024.

  • Dorchester Wealth Management held 800 shares of Air Products & Chemicals worth $232K as of Q4 2024.
  • Dorchester Wealth Management left its Air Products & Chemicals share count unchanged in Q4 2024.
  • Air Products & Chemicals made up 0.05% of Dorchester Wealth Management's portfolio in Q4 2024, its #132 holding.
  • Dorchester Wealth Management first reported a position in Air Products & Chemicals in Q1 2022 and has held it in 8 quarters since.
  • Dorchester Wealth Management's Air Products & Chemicals position peaked at $250K in Q1 2022.
  • 1,797 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.