Fiduciary Planning’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $875K | Hold |
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|
2025
Q2 | $905K | Hold |
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|
2025
Q1 | $946K | Hold |
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|
2024
Q4 | $931K | Buy |
|
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|
2024
Q3 | $954K | Buy |
|
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|
2024
Q2 | $826K | Hold |
|
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|
2024
Q1 | $775K | Sell |
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|
2023
Q4 | $879K | Hold |
|
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|
2023
Q3 | $910K | Buy |
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|
2023
Q2 | $958K | Hold |
|
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|
2023
Q1 | $919K | Hold |
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|
2022
Q4 | $986K | Hold |
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|
2022
Q3 | $745K | Hold |
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|
2022
Q2 | $770K | Hold |
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|
2022
Q1 | $800K | Hold |
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|
2021
Q4 | $974K | Hold |
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|
2021
Q3 | $820K | Hold |
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|
2021
Q2 | $921K | Hold |
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|
2021
Q1 | $900K | Hold |
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|
2020
Q4 | $874K | Hold |
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|
2020
Q3 | $953K | Hold |
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|
2020
Q2 | $917K | Hold |
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|
2020
Q1 | $639K | Sell |
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|
2019
Q4 | $758K | Buy |
|