Eads & Heald Wealth Management’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 | $2.09M | Buy |
7,407
+93
| +1% | +$26.2K | 1.03% | 37 |
|
|
2025
Q1 | $2.16M | Buy |
7,314
+69
| +1% | +$20.3K | 1.1% | 33 |
|
|
2024
Q4 | $2.1M | Sell |
7,245
-251
| -3% | -$72.8K | 1.03% | 35 |
|
|
2024
Q3 | $2.23M | Sell |
7,496
-397
| -5% | -$118K | 1.06% | 34 |
|
|
2024
Q2 | $2.04M | Sell |
7,893
-252
| -3% | -$65K | 0.98% | 42 |
|
|
2024
Q1 | $1.97M | Sell |
8,145
-434
| -5% | -$105K | 0.92% | 46 |
|
|
2023
Q4 | $2.35M | Sell |
8,579
-18
| -0.2% | -$4.93K | 1.13% | 29 |
|
|
2023
Q3 | $2.44M | Sell |
8,597
-94
| -1% | -$26.6K | 1.28% | 23 |
|
|
2023
Q2 | $2.6M | Sell |
8,691
-497
| -5% | -$149K | 1.28% | 21 |
|
|
2023
Q1 | $2.64M | Buy |
9,188
+232
| +3% | +$66.6K | 1.31% | 16 |
|
|
2022
Q4 | $2.76M | Buy |
8,956
+226
| +3% | +$69.7K | 1.4% | 11 |
|
|
2022
Q3 | $2.03M | Buy |
8,730
+122
| +1% | +$28.4K | 1.15% | 31 |
|
|
2022
Q2 | $2.07M | Sell |
8,608
-55
| -0.6% | -$13.2K | 1.11% | 39 |
|
|
2022
Q1 | $2.17M | Buy |
8,663
+50
| +0.6% | +$12.5K | 1% | 42 |
|
|
2021
Q4 | $2.62M | Buy |
8,613
+30
| +0.3% | +$9.13K | 1.14% | 28 |
|
|
2021
Q3 | $2.2M | Buy |
8,583
+192
| +2% | +$49.2K | 1.06% | 38 |
|
|
2021
Q2 | $2.41M | Sell |
8,391
-54
| -0.6% | -$15.5K | 1.18% | 24 |
|
|
2021
Q1 | $2.38M | Buy |
8,445
+83
| +1% | +$23.4K | 1.22% | 22 |
|
|
2020
Q4 | $2.29M | Buy |
8,362
+41
| +0.5% | +$11.2K | 1.23% | 27 |
|
|
2020
Q3 | $2.48M | Sell |
8,321
-818
| -9% | -$244K | 1.48% | 12 |
|
|
2020
Q2 | $2.21M | Buy |
9,139
+1,268
| +16% | +$306K | 1.34% | 20 |
|
|
2020
Q1 | $1.57M | Sell |
7,871
-695
| -8% | -$139K | 1.11% | 36 |
|
|
2019
Q4 | $2.01M | Sell |
8,566
-395
| -4% | -$92.8K | 1.06% | 43 |
|
|
2019
Q3 | $1.99M | Sell |
8,961
-77
| -0.9% | -$17.1K | 1.11% | 39 |
|
|
2019
Q2 | $2.05M | Sell |
9,038
-423
| -4% | -$95.8K | 1.16% | 33 |
|
|
2019
Q1 | $1.81M | Sell |
9,461
-92
| -1% | -$17.6K | 1.05% | 46 |
|
|
2018
Q4 | $1.53M | Buy |
9,553
+5,146
| +117% | +$824K | 1.02% | 48 |
|
|
2018
Q3 | $736K | Buy |
4,407
+40
| +0.9% | +$6.68K | 0.42% | 92 |
|
|
2018
Q2 | $680K | Sell |
4,367
-35
| -0.8% | -$5.45K | 0.42% | 94 |
|
|
2018
Q1 | $700K | Sell |
4,402
-8
| -0.2% | -$1.27K | 0.44% | 93 |
|
|
2017
Q4 | $724K | Sell |
4,410
-38
| -0.9% | -$6.24K | 0.43% | 96 |
|
|
2017
Q3 | $673K | Buy |
4,448
+7
| +0.2% | +$1.06K | 0.42% | 97 |
|
|
2017
Q2 | $635K | Buy |
4,441
+265
| +6% | +$37.9K | 0.41% | 95 |
|
|
2017
Q1 | $565K | Buy |
4,176
+30
| +0.7% | +$4.06K | 0.36% | 96 |
|
|
2016
Q4 | $596K | Sell |
4,146
-336
| -7% | -$48.3K | 0.41% | 94 |
|
|
2016
Q3 | $623K | Buy |
4,482
+89
| +2% | +$12.4K | 0.43% | 93 |
|
|
2016
Q2 | $577K | Buy |
4,393
+48
| +1% | +$6.31K | 0.4% | 96 |
|
|
2016
Q1 | $579K | Sell |
4,345
-248
| -5% | -$33K | 0.4% | 94 |
|
|
2015
Q4 | $553K | Sell |
4,593
-16
| -0.3% | -$1.93K | 0.38% | 100 |
|
|
2015
Q3 | $544K | Sell |
4,609
-292
| -6% | -$34.5K | 0.39% | 100 |
|
|
2015
Q2 | $620K | Sell |
4,901
-7
| -0.1% | -$886 | 0.41% | 98 |
|
|
2015
Q1 | $687K | Sell |
4,908
-427
| -8% | -$59.8K | 0.44% | 94 |
|
|
2014
Q4 | $712K | Sell |
5,335
-151
| -3% | -$20.2K | 0.45% | 93 |
|
|
2014
Q3 | $661K | Sell |
5,486
-232
| -4% | -$28K | 0.45% | 90 |
|
|
2014
Q2 | $680K | Sell |
5,718
-109
| -2% | -$13K | 0.45% | 90 |
|
|
2014
Q1 | $642K | Sell |
5,827
-356
| -6% | -$39.2K | 0.42% | 92 |
|
|
2013
Q4 | $639K | Sell |
6,183
-281
| -4% | -$29K | 0.42% | 92 |
|
|
2013
Q3 | $637K | Sell |
6,464
-1,184
| -15% | -$117K | 0.46% | 91 |
|
|
2013
Q2 | $648K | Buy |
+7,648
| New | +$648K | 0.46% | 88 |
|