DLA
Douglas Lane & Associates’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.2M | Buy |
259,582
+10,849
| +4% | +$3.06M | 1.06% | 29 |
|
|
2025
Q1 | $73.4M | Buy |
248,733
+8,746
| +4% | +$2.58M | 1.08% | 30 |
|
|
2024
Q4 | $69.6M | Buy |
239,987
+22,610
| +10% | +$6.56M | 0.98% | 33 |
|
|
2024
Q3 | $64.7M | Buy |
217,377
+44,317
| +26% | +$13.2M | 0.89% | 43 |
|
|
2024
Q2 | $44.7M | Buy |
173,060
+135,286
| +358% | +$34.9M | 0.63% | 63 |
|
|
2024
Q1 | $9.15M | Buy |
37,774
+32,486
| +614% | +$7.87M | 0.13% | 120 |
|
|
2023
Q4 | $1.45M | Sell |
5,288
-457
| -8% | -$125K | 0.02% | 149 |
|
|
2023
Q3 | $1.63M | Sell |
5,745
-43
| -0.7% | -$12.2K | 0.03% | 137 |
|
|
2023
Q2 | $1.73M | Sell |
5,788
-103
| -2% | -$30.9K | 0.03% | 136 |
|
|
2023
Q1 | $1.69M | Sell |
5,891
-90
| -2% | -$25.8K | 0.03% | 139 |
|
|
2022
Q4 | $1.84M | Buy |
5,981
+2
| +0% | +$617 | 0.03% | 137 |
|
|
2022
Q3 | $1.39M | Sell |
5,979
-573
| -9% | -$133K | 0.03% | 139 |
|
|
2022
Q2 | $1.58M | Sell |
6,552
-161
| -2% | -$38.7K | 0.03% | 140 |
|
|
2022
Q1 | $1.68M | Sell |
6,713
-542
| -7% | -$135K | 0.02% | 145 |
|
|
2021
Q4 | $2.21M | Sell |
7,255
-131
| -2% | -$39.9K | 0.03% | 141 |
|
|
2021
Q3 | $1.89M | Sell |
7,386
-638
| -8% | -$163K | 0.03% | 142 |
|
|
2021
Q2 | $2.31M | Sell |
8,024
-7
| -0.1% | -$2.01K | 0.03% | 132 |
|
|
2021
Q1 | $2.26M | Sell |
8,031
-900
| -10% | -$253K | 0.04% | 129 |
|
|
2020
Q4 | $2.44M | Sell |
8,931
-198
| -2% | -$54.1K | 0.04% | 123 |
|
|
2020
Q3 | $2.72M | Sell |
9,129
-127
| -1% | -$37.8K | 0.05% | 116 |
|
|
2020
Q2 | $2.24M | Sell |
9,256
-222
| -2% | -$53.6K | 0.05% | 118 |
|
|
2020
Q1 | $1.89M | Sell |
9,478
-699
| -7% | -$140K | 0.05% | 120 |
|
|
2019
Q4 | $2.39M | Sell |
10,177
-322
| -3% | -$75.7K | 0.04% | 121 |
|
|
2019
Q3 | $2.33M | Sell |
10,499
-1,117
| -10% | -$248K | 0.05% | 121 |
|
|
2019
Q2 | $2.63M | Sell |
11,616
-1,071
| -8% | -$242K | 0.05% | 124 |
|
|
2019
Q1 | $2.42M | Sell |
12,687
-2,062
| -14% | -$394K | 0.05% | 125 |
|
|
2018
Q4 | $2.36M | Sell |
14,749
-929
| -6% | -$149K | 0.06% | 121 |
|
|
2018
Q3 | $2.62M | Sell |
15,678
-1,060
| -6% | -$177K | 0.05% | 125 |
|
|
2018
Q2 | $2.61M | Sell |
16,738
-4,116
| -20% | -$641K | 0.06% | 123 |
|
|
2018
Q1 | $3.32M | Sell |
20,854
-4,595
| -18% | -$731K | 0.07% | 113 |
|
|
2017
Q4 | $4.18M | Sell |
25,449
-3,910
| -13% | -$642K | 0.09% | 112 |
|
|
2017
Q3 | $4.44M | Sell |
29,359
-16,232
| -36% | -$2.45M | 0.1% | 110 |
|
|
2017
Q2 | $6.52M | Sell |
45,591
-33,077
| -42% | -$4.73M | 0.15% | 105 |
|
|
2017
Q1 | $10.6M | Sell |
78,668
-17,336
| -18% | -$2.35M | 0.27% | 91 |
|
|
2016
Q4 | $13.8M | Sell |
96,004
-15,948
| -14% | -$2.29M | 0.35% | 85 |
|
|
2016
Q3 | $16.8M | Sell |
111,952
-32,105
| -22% | -$4.83M | 0.45% | 79 |
|
|
2016
Q2 | $20.5M | Sell |
144,057
-22,212
| -13% | -$3.16M | 0.59% | 67 |
|
|
2016
Q1 | $24M | Buy |
+166,269
| New | +$24M | 0.65% | 59 |
|