EWM
Evercore 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 | $434K | Sell |
1,539
-120
| -7% | -$33.8K | 0.01% | 299 |
|
|
2025
Q1 | $489K | Sell |
1,659
-26
| -2% | -$7.67K | 0.01% | 274 |
|
|
2024
Q4 | $489K | Hold |
1,685
| – | – | 0.01% | 278 |
|
|
2024
Q3 | $502K | Hold |
1,685
| – | – | 0.01% | 279 |
|
|
2024
Q2 | $435K | Sell |
1,685
-42
| -2% | -$10.8K | 0.01% | 290 |
|
|
2024
Q1 | $418K | Sell |
1,727
-43
| -2% | -$10.4K | 0.01% | 301 |
|
|
2023
Q4 | $485K | Sell |
1,770
-14
| -0.8% | -$3.83K | 0.01% | 285 |
|
|
2023
Q3 | $506K | Buy |
1,784
+11
| +0.6% | +$3.12K | 0.01% | 270 |
|
|
2023
Q2 | $531K | Sell |
1,773
-509
| -22% | -$152K | 0.01% | 274 |
|
|
2023
Q1 | $655K | Sell |
2,282
-256
| -10% | -$73.5K | 0.01% | 247 |
|
|
2022
Q4 | $782K | Buy |
2,538
+2
| +0.1% | +$617 | 0.02% | 233 |
|
|
2022
Q3 | $591K | Buy |
2,536
+109
| +4% | +$25.4K | 0.01% | 244 |
|
|
2022
Q2 | $584K | Hold |
2,427
| – | – | 0.01% | 251 |
|
|
2022
Q1 | $606K | Sell |
2,427
-20
| -0.8% | -$4.99K | 0.01% | 263 |
|
|
2021
Q4 | $744K | Sell |
2,447
-17
| -0.7% | -$5.17K | 0.01% | 252 |
|
|
2021
Q3 | $631K | Sell |
2,464
-23
| -0.9% | -$5.89K | 0.01% | 261 |
|
|
2021
Q2 | $716K | Sell |
2,487
-1
| -0% | -$288 | 0.01% | 258 |
|
|
2021
Q1 | $700K | Sell |
2,488
-440
| -15% | -$124K | 0.01% | 257 |
|
|
2020
Q4 | $800K | Buy |
2,928
+109
| +4% | +$29.8K | 0.02% | 237 |
|
|
2020
Q3 | $840K | Buy |
2,819
+10
| +0.4% | +$2.98K | 0.02% | 214 |
|
|
2020
Q2 | $678K | Sell |
2,809
-177
| -6% | -$42.7K | 0.02% | 234 |
|
|
2020
Q1 | $596K | Sell |
2,986
-987
| -25% | -$197K | 0.02% | 224 |
|
|
2019
Q4 | $934K | Sell |
3,973
-192
| -5% | -$45.1K | 0.03% | 210 |
|
|
2019
Q3 | $924K | Buy |
4,165
+383
| +10% | +$85K | 0.03% | 213 |
|
|
2019
Q2 | $856K | Buy |
3,782
+550
| +17% | +$124K | 0.03% | 223 |
|
|
2019
Q1 | $617K | Buy |
3,232
+542
| +20% | +$103K | 0.02% | 248 |
|
|
2018
Q4 | $431K | Buy |
2,690
+54
| +2% | +$8.65K | 0.02% | 262 |
|
|
2018
Q3 | $440K | Buy |
2,636
+9
| +0.3% | +$1.5K | 0.01% | 291 |
|
|
2018
Q2 | $409K | Buy |
2,627
+400
| +18% | +$62.3K | 0.01% | 289 |
|
|
2018
Q1 | $354K | Sell |
2,227
-1,100
| -33% | -$175K | 0.01% | 280 |
|
|
2017
Q4 | $546K | Sell |
3,327
-37
| -1% | -$6.07K | 0.02% | 245 |
|
|
2017
Q3 | $509K | Sell |
3,364
-50
| -1% | -$7.57K | 0.02% | 249 |
|
|
2017
Q2 | $488K | Buy |
3,414
+1,188
| +53% | +$170K | 0.02% | 254 |
|
|
2017
Q1 | $301K | Sell |
2,226
-90
| -4% | -$12.2K | 0.01% | 318 |
|
|
2016
Q4 | $333K | Buy |
2,316
+48
| +2% | +$6.9K | 0.01% | 298 |
|
|
2016
Q3 | $341K | Sell |
2,268
-565
| -20% | -$84.9K | 0.01% | 295 |
|
|
2016
Q2 | $402K | Buy |
2,833
+69
| +2% | +$9.79K | 0.02% | 267 |
|
|
2016
Q1 | $398K | Sell |
2,764
-807
| -23% | -$116K | 0.02% | 268 |
|
|
2015
Q4 | $465K | Buy |
3,571
+781
| +28% | +$102K | 0.02% | 259 |
|
|
2015
Q3 | $355K | Hold |
2,790
| – | – | 0.02% | 306 |
|
|
2015
Q2 | $382K | Hold |
2,790
| – | – | 0.02% | 312 |
|
|
2015
Q1 | $422K | Hold |
2,790
| – | – | 0.02% | 299 |
|
|
2014
Q4 | $403K | Hold |
2,790
| – | – | 0.02% | 273 |
|
|
2014
Q3 | $363K | Hold |
2,790
| – | – | 0.02% | 309 |
|
|
2014
Q2 | $359K | Buy |
2,790
+50
| +2% | +$6.43K | 0.02% | 313 |
|
|
2014
Q1 | $326K | Hold |
2,740
| – | – | 0.02% | 312 |
|
|
2013
Q4 | $306K | Sell |
2,740
-2,375
| -46% | -$265K | 0.02% | 326 |
|
|
2013
Q3 | $546K | Sell |
5,115
-353
| -6% | -$37.7K | 0.03% | 267 |
|
|
2013
Q2 | $500K | Buy |
+5,468
| New | +$500K | 0.03% | 279 |
|