HNWA
Henrickson Nauta Wealth Advisors’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Buy |
1,372
+6
| +0.4% | +$1.69K | 0.13% | 53 |
|
|
2025
Q1 | $358K | Buy |
1,366
+15
| +1% | +$3.93K | 0.15% | 49 |
|
|
2024
Q4 | $392K | Buy |
1,351
+1
| +0.1% | +$290 | 0.16% | 53 |
|
|
2024
Q3 | $402K | Hold |
1,350
| – | – | 0.16% | 49 |
|
|
2024
Q2 | $348K | Hold |
1,350
| – | – | 0.15% | 53 |
|
|
2024
Q1 | $318K | Hold |
1,350
| – | – | 0.14% | 53 |
|
|
2023
Q4 | $370K | Buy |
1,350
+50
| +4% | +$13.7K | 0.18% | 50 |
|
|
2023
Q3 | $368K | Hold |
1,300
| – | – | 0.23% | 38 |
|
|
2023
Q2 | $389K | Sell |
1,300
-2
| -0.2% | -$599 | 0.26% | 34 |
|
|
2023
Q1 | $374K | Buy |
1,302
+2
| +0.2% | +$574 | 0.27% | 33 |
|
|
2022
Q4 | $401K | Hold |
1,300
| – | – | 0.32% | 30 |
|
|
2022
Q3 | $303K | Hold |
1,300
| – | – | 0.29% | 31 |
|
|
2022
Q2 | $313K | Hold |
1,300
| – | – | 0.29% | 29 |
|
|
2022
Q1 | $325K | Hold |
1,300
| – | – | 0.27% | 27 |
|
|
2021
Q4 | $368K | Buy |
+1,300
| New | +$368K | 0.3% | 25 |
|