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

Doyle 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
2022 Q3	$817K	Buy	3,513 +63	+2%	+$15.6K	0.07%	108
2022 Q2	$830K	Hold	3,450	–	–	0.07%	112
2022 Q1	$862K	Sell	3,450 -63	-2%	-$16.2K	0.06%	122
2021 Q4	$1.07M	Buy	3,513 +102	+3%	+$29.9K	0.08%	108
2021 Q3	$873K	Hold	3,411	–	–	0.07%	115
2021 Q2	$981K	Hold	3,411	–	–	0.08%	112
2021 Q1	$960K	Sell	3,411 -346	-9%	-$94.1K	0.09%	105
2020 Q4	$1.03M	Sell	3,757 -150	-4%	-$42.2K	0.1%	100
2020 Q3	$1.16M	Buy	3,907 +420	+12%	+$121K	0.14%	85
2020 Q2	$842K	Buy	3,487 +2,314	+197%	+$528K	0.11%	92
2020 Q1	$234K	Hold	1,173	–	–	0.04%	158
2019 Q4	$276K	Sell	1,173 -66	-5%	-$14.9K	0.03%	170
2019 Q3	$275K	Sell	1,239 -78	-6%	-$17.5K	0.04%	164
2019 Q2	$298K	Buy	1,317 +11	+0.8%	+$2.28K	0.04%	153
2019 Q1	$272K	Sell	1,306 -4	-0.3%	-$688	0.04%	159
2018 Q4	$210K	Hold	1,310	–	–	0.04%	173
2018 Q3	$219K	Buy	+1,310	New	+$213K	0.03%	180

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Doyle Wealth Management's APD Position: Q3 2022 in Review

Doyle Wealth Management increased its Air Products & Chemicals (APD) stake by 1.8% in Q3 2022, buying an estimated $15.6K and bringing the position to 3,513 shares worth $817K. The position accounts for 0.07% of the portfolio, ranked #108.

Doyle Wealth Management first reported a position in APD in Q3 2018 and has held it in 17 quarters since. The position peaked at $1.16M in Q3 2020. 1,473 funds tracked by Wall St. Rank hold APD as of Q3 2022.

Doyle Wealth Management held 3,513 shares of Air Products & Chemicals worth $817K as of Q3 2022.
Doyle Wealth Management bought 63 Air Products & Chemicals shares in Q3 2022, an estimated $15.6K.
Air Products & Chemicals made up 0.07% of Doyle Wealth Management's portfolio in Q3 2022, its #108 holding.
Doyle Wealth Management first reported a position in Air Products & Chemicals in Q3 2018 and has held it in 17 quarters since.
Doyle Wealth Management's Air Products & Chemicals position peaked at $1.16M in Q3 2020.
1,473 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.