EWM
Empirical Wealth Management’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Sell |
1,179
-135
| -10% | -$38.1K | 0.01% | 508 |
|
|
2025
Q1 | $388K | Buy |
1,314
+128
| +11% | +$37.8K | 0.01% | 452 |
|
|
2024
Q4 | $344K | Hold |
1,186
| – | – | 0.01% | 472 |
|
|
2024
Q3 | $353K | Sell |
1,186
-5
| -0.4% | -$1.49K | 0.01% | 435 |
|
|
2024
Q2 | $307K | Buy |
1,191
+33
| +3% | +$8.52K | 0.01% | 454 |
|
|
2024
Q1 | $281K | Sell |
1,158
-15
| -1% | -$3.63K | 0.01% | 452 |
|
|
2023
Q4 | $321K | Sell |
1,173
-30
| -2% | -$8.21K | 0.01% | 388 |
|
|
2023
Q3 | $341K | Buy |
1,203
+158
| +15% | +$44.8K | 0.01% | 348 |
|
|
2023
Q2 | $313K | Buy |
1,045
+15
| +1% | +$4.49K | 0.01% | 363 |
|
|
2023
Q1 | $296K | Buy |
1,030
+83
| +9% | +$23.8K | 0.01% | 394 |
|
|
2022
Q4 | $292K | Sell |
947
-217
| -19% | -$66.9K | 0.01% | 381 |
|
|
2022
Q3 | $271K | Buy |
1,164
+14
| +1% | +$3.26K | 0.01% | 393 |
|
|
2022
Q2 | $277K | Sell |
1,150
-1
| -0.1% | -$241 | 0.01% | 398 |
|
|
2022
Q1 | $288K | Sell |
1,151
-3
| -0.3% | -$751 | 0.01% | 409 |
|
|
2021
Q4 | $351K | Sell |
1,154
-31
| -3% | -$9.43K | 0.02% | 396 |
|
|
2021
Q3 | $303K | Sell |
1,185
-6
| -0.5% | -$1.53K | 0.02% | 379 |
|
|
2021
Q2 | $343K | Buy |
1,191
+14
| +1% | +$4.03K | 0.02% | 352 |
|
|
2021
Q1 | $331K | Buy |
+1,177
| New | +$331K | 0.03% | 306 |
|
|
2020
Q1 | – | Sell |
-860
| Closed | -$202K | – | 315 |
|
|
2019
Q4 | $202K | Buy |
+860
| New | +$202K | 0.02% | 310 |
|