HWA
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Heritage Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

Heritage Wealth Advisors’s Portfolio APD Stock Details APD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$411K Sell
1,457
-60
-4% -$16.9K 0.02% 150
2025
Q1 		$447K Sell
1,517
-347
-19% -$102K 0.02% 134
2024
Q4 		$541K Buy
1,864
+2
+0.1% +$580 0.03% 130
2024
Q3 		$555K Sell
1,862
-466
-20% -$139K 0.03% 135
2024
Q2 		$601K Sell
2,328
-580
-20% -$150K 0.03% 124
2024
Q1 		$705K Sell
2,908
-367
-11% -$88.9K 0.03% 118
2023
Q4 		$897K Buy
3,275
+395
+14% +$108K 0.04% 92
2023
Q3 		$816K Sell
2,880
-12
-0.4% -$3.4K 0.04% 91
2023
Q2 		$866K Sell
2,892
-8
-0.3% -$2.4K 0.05% 92
2023
Q1 		$833K Sell
2,900
-72
-2% -$20.7K 0.05% 91
2022
Q4 		$916K Buy
2,972
+130
+5% +$40.1K 0.05% 87
2022
Q3 		$661K Hold
2,842
– – 0.05% 97
2022
Q2 		$683K Buy
2,842
+125
+5% +$30K 0.05% 96
2022
Q1 		$679K Sell
2,717
-131
-5% -$32.7K 0.04% 108
2021
Q4 		$867K Sell
2,848
-2
-0.1% -$609 0.05% 104
2021
Q3 		$730K Hold
2,850
– – 0.04% 109
2021
Q2 		$820K Hold
2,850
– – 0.05% 100
2021
Q1 		$802K Hold
2,850
– – 0.05% 102
2020
Q4 		$779K Hold
2,850
– – 0.05% 101
2020
Q3 		$849K Hold
2,850
– – 0.11% 66
2020
Q2 		$688K Hold
2,850
– – 0.1% 71
2020
Q1 		$569K Sell
2,850
-7
-0.2% -$1.4K 0.1% 75
2019
Q4 		$671K Buy
2,857
+7
+0.2% +$1.65K 0.09% 85
2019
Q3 		$632K Hold
2,850
– – 0.09% 84
2019
Q2 		$645K Hold
2,850
– – 0.1% 79
2019
Q1 		$544K Buy
2,850
+400
+16% +$76.4K 0.09% 75
2018
Q4 		$392K Hold
2,450
– – 0.08% 90
2018
Q3 		$409K Hold
2,450
– – 0.08% 86
2018
Q2 		$381K Hold
2,450
– – 0.14% 85
2018
Q1 		$390K Hold
2,450
– – 0.16% 81
2017
Q4 		$403K Hold
2,450
– – 0.17% 83
2017
Q3 		$370K Hold
2,450
– – 0.19% 78
2017
Q2 		$350K Hold
2,450
– – 0.18% 73
2017
Q1 		$331K Hold
2,450
– – 0.18% 74
2016
Q4 		$353K Sell
2,450
-198
-7% -$28.5K 0.23% 58
2016
Q3 		$369K Hold
2,648
– – 0.26% 53
2016
Q2 		$348K Hold
2,648
– – 0.24% 58
2016
Q1 		$353K Hold
2,648
– – 0.28% 50
2015
Q4 		$319K Hold
2,648
– – 0.27% 55
2015
Q3 		$312K Hold
2,648
– – 0.27% 54
2015
Q2 		$336K Hold
2,648
– – 0.28% 63
2015
Q1 		$371K Hold
2,648
– – 0.31% 62
2014
Q4 		$354K Hold
2,648
– – 0.32% 65
2014
Q3 		$319K Hold
2,648
– – 0.33% 56
2014
Q2 		$315K Hold
2,648
– – 0.34% 52
2014
Q1 		$292K Hold
2,648
– – 0.34% 52
2013
Q4 		$274K Buy
+2,648
New +$274K 0.35% 53