Glassman Wealth Services’s Air Products & Chemicals APD Stock Holding History

Glassman Wealth Services’s Portfolio APD Stock Details APD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,228	Closed	-$336K	–	305
2023 Q4	$336K	Buy	1,228 +73	+6%	+$20.1K	0.05%	122
2023 Q3	$327K	Sell	1,155 -9	-0.8%	-$2.64K	0.05%	111
2023 Q2	$349K	Sell	1,164 -18	-2%	-$5.13K	0.06%	105
2023 Q1	$339K	Buy	1,182 +187	+19%	+$54.6K	0.06%	107
2022 Q4	$307K	Buy	995 +425	+75%	+$120K	0.06%	124
2022 Q3	$133K	Buy	570 +49	+9%	+$12.1K	0.03%	203
2022 Q2	$125K	Buy	521 +88	+20%	+$21.4K	0.03%	214
2022 Q1	$108K	Sell	433 -4	-0.9%	-$1.03K	0.02%	248
2021 Q4	$133K	Buy	437 +29	+7%	+$8.51K	0.02%	204
2021 Q3	$105K	Buy	408 +8	+2%	+$2.21K	0.02%	232
2021 Q2	$115K	Buy	400 +10	+3%	+$2.94K	0.02%	212
2021 Q1	$110K	Buy	390 +16	+4%	+$4.35K	0.02%	213
2020 Q4	$102K	Buy	374 +35	+10%	+$9.86K	0.02%	224
2020 Q3	$101K	Buy	339 +15	+5%	+$4.32K	0.03%	197
2020 Q2	$78K	Buy	324 +40	+14%	+$9.13K	0.02%	194
2020 Q1	$57K	Sell	284 -83	-23%	-$18.9K	0.02%	219
2019 Q4	$86K	Buy	367 +12	+3%	+$2.71K	0.03%	196
2019 Q3	$79K	Buy	355 +1	+0.3%	+$225	0.03%	184
2019 Q2	$80K	Buy	354 +19	+6%	+$3.93K	0.03%	192
2019 Q1	$64K	Buy	335 +71	+27%	+$12.2K	0.03%	207
2018 Q4	$42K	Buy	264 +9	+4%	+$1.43K	0.02%	212
2018 Q3	$43K	Sell	255 -3	-1%	-$488	0.02%	226
2018 Q2	$40K	Sell	258 -3	-1%	-$491	0.02%	209
2018 Q1	$42K	Sell	261 -3	-1%	-$495	0.03%	190
2017 Q4	$43K	Buy	264 +28	+12%	+$4.46K	0.03%	170
2017 Q3	$36K	Buy	236 +2	+0.9%	+$293	0.02%	175
2017 Q2	$33K	Buy	234 +1	+0.4%	+$142	0.02%	183
2017 Q1	$31K	Sell	233 -11	-5%	-$1.55K	0.02%	203
2016 Q4	$35K	Sell	244 -5	-2%	-$700	0.02%	204
2016 Q3	$35K	Buy	249 +3	+1%	+$416	0.03%	172
2016 Q2	$32K	Buy	246 +1	+0.4%	+$133	0.03%	170
2016 Q1	$33K	Buy	245 +1	+0.4%	+$121	0.03%	165
2015 Q4	$29K	Buy	244 +2	+0.8%	+$252	0.03%	182
2015 Q3	$29K	Buy	242 +1	+0.4%	+$127	0.03%	182
2015 Q2	$31K	Hold	241	–	–	0.03%	179
2015 Q1	$34K	Buy	+241	New	+$33.3K	0.03%	175