Evermay 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 | $646K | Buy |
2,290
+51
| +2% | +$14.4K | 0.08% | 113 |
|
|
2025
Q1 | $660K | Sell |
2,239
-317
| -12% | -$93.5K | 0.09% | 100 |
|
|
2024
Q4 | $741K | Sell |
2,556
-130
| -5% | -$37.7K | 0.11% | 100 |
|
|
2024
Q3 | $800K | Buy |
2,686
+60
| +2% | +$17.9K | 0.13% | 96 |
|
|
2024
Q2 | $678K | Sell |
2,626
-319
| -11% | -$82.3K | 0.11% | 103 |
|
|
2024
Q1 | $716K | Sell |
2,945
-117
| -4% | -$28.5K | 0.11% | 102 |
|
|
2023
Q4 | $842K | Sell |
3,062
-118
| -4% | -$32.4K | 0.16% | 71 |
|
|
2023
Q3 | $905K | Buy |
3,180
+73
| +2% | +$20.8K | 0.18% | 61 |
|
|
2023
Q2 | $934K | Sell |
3,107
-340
| -10% | -$102K | 0.18% | 61 |
|
|
2023
Q1 | $993K | Buy |
3,447
+180
| +6% | +$51.9K | 0.2% | 56 |
|
|
2022
Q4 | $1.01M | Sell |
3,267
-212
| -6% | -$65.6K | 0.21% | 55 |
|
|
2022
Q3 | $813K | Buy |
3,479
+74
| +2% | +$17.3K | 0.16% | 67 |
|
|
2022
Q2 | $822K | Buy |
3,405
+18
| +0.5% | +$4.35K | 0.16% | 62 |
|
|
2022
Q1 | $847K | Buy |
3,387
+1,025
| +43% | +$256K | 0.14% | 72 |
|
|
2021
Q4 | $719K | Buy |
2,362
+260
| +12% | +$79.1K | 0.13% | 65 |
|
|
2021
Q3 | $538K | Sell |
2,102
-1,042
| -33% | -$267K | 0.1% | 83 |
|
|
2021
Q2 | $904K | Sell |
3,144
-105
| -3% | -$30.2K | 0.17% | 59 |
|
|
2021
Q1 | $914K | Buy |
3,249
+733
| +29% | +$206K | 0.18% | 54 |
|
|
2020
Q4 | $687K | Buy |
2,516
+210
| +9% | +$57.3K | 0.15% | 65 |
|
|
2020
Q3 | $687K | Hold |
2,306
| – | – | 0.17% | 65 |
|
|
2020
Q2 | $557K | Sell |
2,306
-100
| -4% | -$24.2K | 0.15% | 72 |
|
|
2020
Q1 | $480K | Buy |
2,406
+680
| +39% | +$136K | 0.15% | 69 |
|
|
2019
Q4 | $406K | Buy |
1,726
+260
| +18% | +$61.2K | 0.1% | 101 |
|
|
2019
Q3 | $325K | Hold |
1,466
| – | – | 0.09% | 107 |
|
|
2019
Q2 | $332K | Sell |
1,466
-6
| -0.4% | -$1.36K | 0.09% | 106 |
|
|
2019
Q1 | $281K | Buy |
1,472
+50
| +4% | +$9.55K | 0.08% | 116 |
|
|
2018
Q4 | $228K | Buy |
1,422
+6
| +0.4% | +$962 | 0.07% | 121 |
|
|
2018
Q3 | $237K | Buy |
+1,416
| New | +$237K | 0.07% | 129 |
|
|
2018
Q1 | – | Sell |
-1,676
| Closed | -$275K | – | 135 |
|
|
2017
Q4 | $275K | Hold |
1,676
| – | – | 0.1% | 108 |
|
|
2017
Q3 | $253K | Hold |
1,676
| – | – | 0.11% | 85 |
|
|
2017
Q2 | $240K | Hold |
1,676
| – | – | 0.11% | 81 |
|
|
2017
Q1 | $227K | Buy |
+1,676
| New | +$227K | 0.1% | 88 |
|