Heritage Wealth Advisors’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
Q2 | $411K | Sell |
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|
2025
Q1 | $447K | Sell |
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|
2024
Q4 | $541K | Buy |
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|
2024
Q3 | $555K | Sell |
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|
2024
Q2 | $601K | Sell |
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|
2024
Q1 | $705K | Sell |
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|
2023
Q4 | $897K | Buy |
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|
2023
Q3 | $816K | Sell |
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|
2023
Q2 | $866K | Sell |
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|
2023
Q1 | $833K | Sell |
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|
2022
Q4 | $916K | Buy |
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|
2022
Q3 | $661K | Hold |
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|
2022
Q2 | $683K | Buy |
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|
2022
Q1 | $679K | Sell |
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|
2021
Q4 | $867K | Sell |
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|
2021
Q3 | $730K | Hold |
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|
2021
Q2 | $820K | Hold |
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|
2021
Q1 | $802K | Hold |
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|
2020
Q4 | $779K | Hold |
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|
2020
Q3 | $849K | Hold |
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|
2020
Q2 | $688K | Hold |
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|
2020
Q1 | $569K | Sell |
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|
2019
Q4 | $671K | Buy |
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|
2019
Q3 | $632K | Hold |
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|
2019
Q2 | $645K | Hold |
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|
2019
Q1 | $544K | Buy |
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|
2018
Q4 | $392K | Hold |
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|
2018
Q3 | $409K | Hold |
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|
2018
Q2 | $381K | Hold |
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|
2018
Q1 | $390K | Hold |
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|
2017
Q4 | $403K | Hold |
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|
2017
Q3 | $370K | Hold |
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|
2017
Q2 | $350K | Hold |
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|
2017
Q1 | $331K | Hold |
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|
2016
Q4 | $353K | Sell |
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|
2016
Q3 | $369K | Hold |
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|
2016
Q2 | $348K | Hold |
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|
2016
Q1 | $353K | Hold |
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|
2015
Q4 | $319K | Hold |
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|
2015
Q3 | $312K | Hold |
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|
2015
Q2 | $336K | Hold |
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|
2015
Q1 | $371K | Hold |
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|
2014
Q4 | $354K | Hold |
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|
2014
Q3 | $319K | Hold |
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|
2014
Q2 | $315K | Hold |
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|
2014
Q1 | $292K | Hold |
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|
2013
Q4 | $274K | Buy |
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