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IMS Capital Management’s Air Products & Chemicals APD Stock Holding History

IMS Capital Management’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
Q1 		– Sell
-925
Closed -$253K – 145
2023
Q4 		$253K Buy
+925
New +$254K 0.12% 126
2022
Q4 		– Sell
-971
Closed -$226K – 139
2022
Q3 		$226K Buy
+971
New +$240K 0.16% 122
2022
Q2 		– Sell
-1,100
Closed -$275K – 138
2022
Q1 		$275K Buy
+1,100
New +$283K 0.14% 125
2021
Q1 		– Sell
-965
Closed -$264K – 126
2020
Q4 		$264K Buy
+965
New +$272K 0.16% 104
2018
Q4 		– Sell
-50
Closed -$8K – 133
2018
Q3 		$8K Sell
50
-890
-95% -$145K 0.01% 328
2018
Q2 		$146K Buy
+940
New +$154K 0.09% 146
2017
Q3 		– Sell
-900
Closed -$129K – 145
2017
Q2 		$129K Buy
+900
New +$128K 0.12% 144

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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $1.56T 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return