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IAM Advisory’s Air Products & Chemicals APD Stock Holding History

IAM Advisory’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
Q2 		– Sell
-1,023
Closed -$248K – 102
2024
Q1 		$248K Buy
1,023
+27
+3% +$6.62K 0.07% 89
2023
Q4 		$273K Sell
996
-5
-0.5% -$1.38K 0.09% 78
2023
Q3 		$284K Buy
1,001
+106
+12% +$31.1K 0.1% 77
2023
Q2 		$268K Buy
895
+112
+14% +$31.9K 0.09% 77
2023
Q1 		$225K Buy
783
+54
+7% +$15.8K 0.08% 83
2022
Q4 		$225K Buy
+729
New +$205K 0.08% 78

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return