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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,228	Closed	-$336K	–	305
2023 Q4	$336K	Buy	1,228 +73	+6%	+$20K	0.05%	122
2023 Q3	$327K	Sell	1,155 -9	-0.8%	-$2.55K	0.05%	111
2023 Q2	$349K	Sell	1,164 -18	-2%	-$5.39K	0.06%	105
2023 Q1	$339K	Buy	1,182 +187	+19%	+$53.7K	0.06%	107
2022 Q4	$307K	Buy	995 +425	+75%	+$131K	0.06%	124
2022 Q3	$133K	Buy	570 +49	+9%	+$11.4K	0.03%	203
2022 Q2	$125K	Buy	521 +88	+20%	+$21.1K	0.03%	214
2022 Q1	$108K	Sell	433 -4	-0.9%	-$998	0.02%	248
2021 Q4	$133K	Buy	437 +29	+7%	+$8.83K	0.02%	204
2021 Q3	$105K	Buy	408 +8	+2%	+$2.06K	0.02%	232
2021 Q2	$115K	Buy	400 +10	+3%	+$2.88K	0.02%	212
2021 Q1	$110K	Buy	390 +16	+4%	+$4.51K	0.02%	213
2020 Q4	$102K	Buy	374 +35	+10%	+$9.55K	0.02%	224
2020 Q3	$101K	Buy	339 +15	+5%	+$4.47K	0.03%	197
2020 Q2	$78K	Buy	324 +40	+14%	+$9.63K	0.02%	194
2020 Q1	$57K	Sell	284 -83	-23%	-$16.7K	0.02%	219
2019 Q4	$86K	Buy	367 +12	+3%	+$2.81K	0.03%	196
2019 Q3	$79K	Buy	355 +1	+0.3%	+$223	0.03%	184
2019 Q2	$80K	Buy	354 +19	+6%	+$4.29K	0.03%	192
2019 Q1	$64K	Buy	335 +71	+27%	+$13.6K	0.03%	207
2018 Q4	$42K	Buy	264 +9	+4%	+$1.43K	0.02%	212
2018 Q3	$43K	Sell	255 -3	-1%	-$506	0.02%	226
2018 Q2	$40K	Sell	258 -3	-1%	-$465	0.02%	209
2018 Q1	$42K	Sell	261 -3	-1%	-$483	0.03%	190
2017 Q4	$43K	Buy	264 +28	+12%	+$4.56K	0.03%	170
2017 Q3	$36K	Buy	236 +2	+0.9%	+$305	0.02%	175
2017 Q2	$33K	Buy	234 +1	+0.4%	+$141	0.02%	183
2017 Q1	$31K	Sell	233 -11	-5%	-$1.46K	0.02%	203
2016 Q4	$35K	Sell	244 -5	-2%	-$717	0.02%	204
2016 Q3	$35K	Buy	249 +3	+1%	+$422	0.03%	172
2016 Q2	$32K	Buy	246 +1	+0.4%	+$130	0.03%	170
2016 Q1	$33K	Buy	245 +1	+0.4%	+$135	0.03%	165
2015 Q4	$29K	Buy	244 +2	+0.8%	+$238	0.03%	182
2015 Q3	$29K	Buy	242 +1	+0.4%	+$120	0.03%	181
2015 Q2	$31K	Hold	241	–	–	0.03%	178
2015 Q1	$34K	Buy	+241	New	+$34K	0.03%	171