Douglass Winthrop Advisors’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 | $753K | Hold |
2,670
| – | – | 0.01% | 161 |
|
|
2025
Q1 | $787K | Hold |
2,670
| – | – | 0.02% | 153 |
|
|
2024
Q4 | $774K | Hold |
2,670
| – | – | 0.02% | 163 |
|
|
2024
Q3 | $795K | Buy |
2,670
+270
| +11% | +$80.4K | 0.02% | 165 |
|
|
2024
Q2 | $619K | Buy |
2,400
+1,000
| +71% | +$258K | 0.01% | 175 |
|
|
2024
Q1 | $339K | Sell |
1,400
-500
| -26% | -$121K | 0.01% | 221 |
|
|
2023
Q4 | $520K | Hold |
1,900
| – | – | 0.01% | 168 |
|
|
2023
Q3 | $538K | Sell |
1,900
-700
| -27% | -$198K | 0.01% | 156 |
|
|
2023
Q2 | $779K | Hold |
2,600
| – | – | 0.02% | 138 |
|
|
2023
Q1 | $747K | Hold |
2,600
| – | – | 0.02% | 136 |
|
|
2022
Q4 | $801K | Sell |
2,600
-200
| -7% | -$61.6K | 0.02% | 133 |
|
|
2022
Q3 | $652K | Hold |
2,800
| – | – | 0.02% | 138 |
|
|
2022
Q2 | $673K | Hold |
2,800
| – | – | 0.02% | 147 |
|
|
2022
Q1 | $700K | Hold |
2,800
| – | – | 0.02% | 158 |
|
|
2021
Q4 | $852K | Hold |
2,800
| – | – | 0.02% | 148 |
|
|
2021
Q3 | $717K | Hold |
2,800
| – | – | 0.02% | 155 |
|
|
2021
Q2 | $806K | Hold |
2,800
| – | – | 0.02% | 157 |
|
|
2021
Q1 | $788K | Hold |
2,800
| – | – | 0.02% | 155 |
|
|
2020
Q4 | $765K | Sell |
2,800
-50
| -2% | -$13.7K | 0.02% | 148 |
|
|
2020
Q3 | $849K | Hold |
2,850
| – | – | 0.03% | 127 |
|
|
2020
Q2 | $688K | Buy |
2,850
+1,800
| +171% | +$435K | 0.03% | 135 |
|
|
2020
Q1 | $210K | Sell |
1,050
-50
| -5% | -$10K | 0.01% | 220 |
|
|
2019
Q4 | $258K | Hold |
1,100
| – | – | 0.01% | 241 |
|
|
2019
Q3 | $244K | Sell |
1,100
-100
| -8% | -$22.2K | 0.01% | 238 |
|
|
2019
Q2 | $272K | Hold |
1,200
| – | – | 0.01% | 232 |
|
|
2019
Q1 | $229K | Buy |
+1,200
| New | +$229K | 0.01% | 221 |
|
|
2018
Q4 | – | Sell |
-1,200
| Closed | -$200K | – | 246 |
|
|
2018
Q3 | $200K | Buy |
+1,200
| New | +$200K | 0.01% | 247 |
|
|
2017
Q4 | – | Sell |
-1,555
| Closed | -$235K | – | 240 |
|
|
2017
Q3 | $235K | Hold |
1,555
| – | – | 0.01% | 231 |
|
|
2017
Q2 | $222K | Sell |
1,555
-250
| -14% | -$35.7K | 0.01% | 237 |
|
|
2017
Q1 | $244K | Hold |
1,805
| – | – | 0.02% | 219 |
|
|
2016
Q4 | $260K | Sell |
1,805
-242
| -12% | -$34.9K | 0.02% | 207 |
|
|
2016
Q3 | $285K | Buy |
2,047
+155
| +8% | +$21.6K | 0.02% | 203 |
|
|
2016
Q2 | $249K | Sell |
1,892
-216
| -10% | -$28.4K | 0.02% | 211 |
|
|
2016
Q1 | $281K | Sell |
2,108
-540
| -20% | -$72K | 0.02% | 188 |
|
|
2015
Q4 | $319K | Hold |
2,648
| – | – | 0.02% | 185 |
|
|
2015
Q3 | $313K | Hold |
2,648
| – | – | 0.02% | 192 |
|
|
2015
Q2 | $371K | Hold |
2,648
| – | – | 0.03% | 192 |
|
|
2015
Q1 | $371K | Buy |
2,648
+237
| +10% | +$33.2K | 0.03% | 192 |
|
|
2014
Q4 | $322K | Buy |
2,411
+33
| +1% | +$4.41K | 0.03% | 167 |
|
|
2014
Q3 | $286K | Hold |
2,378
| – | – | 0.03% | 169 |
|
|
2014
Q2 | $283K | Sell |
2,378
-27
| -1% | -$3.21K | 0.03% | 163 |
|
|
2014
Q1 | $265K | Buy |
2,405
+351
| +17% | +$38.7K | 0.03% | 166 |
|
|
2013
Q4 | $212K | Hold |
2,054
| – | – | 0.02% | 177 |
|
|
2013
Q3 | $202K | Buy |
+2,054
| New | +$202K | 0.02% | 170 |
|