Independent Solutions Wealth Management’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $975K | Sell |
3,455
-51
| -1% | -$14.4K | 0.19% | 108 |
|
|
2025
Q1 | $1.03M | Sell |
3,506
-93
| -3% | -$27.4K | 0.23% | 106 |
|
|
2024
Q4 | $1.04M | Hold |
3,599
| – | – | 0.23% | 106 |
|
|
2024
Q3 | $1.07M | Sell |
3,599
-206
| -5% | -$61.3K | 0.24% | 94 |
|
|
2024
Q2 | $982K | Hold |
3,805
| – | – | 0.23% | 102 |
|
|
2024
Q1 | $922K | Sell |
3,805
-9
| -0.2% | -$2.18K | 0.22% | 101 |
|
|
2023
Q4 | $1.04M | Sell |
3,814
-2,574
| -40% | -$705K | 0.27% | 88 |
|
|
2023
Q3 | $1.81M | Sell |
6,388
-2,699
| -30% | -$765K | 0.47% | 55 |
|
|
2023
Q2 | $2.72M | Buy |
9,087
+623
| +7% | +$187K | 0.68% | 38 |
|
|
2023
Q1 | $2.43M | Sell |
8,464
-62
| -0.7% | -$17.8K | 0.72% | 38 |
|
|
2022
Q4 | $2.63M | Buy |
8,526
+469
| +6% | +$145K | 0.8% | 34 |
|
|
2022
Q3 | $1.88M | Buy |
8,057
+502
| +7% | +$117K | 0.61% | 42 |
|
|
2022
Q2 | $1.82M | Buy |
7,555
+2,509
| +50% | +$603K | 0.57% | 46 |
|
|
2022
Q1 | $1.26M | Sell |
5,046
-72
| -1% | -$18K | 0.3% | 80 |
|
|
2021
Q4 | $1.56M | Buy |
5,118
+124
| +2% | +$37.7K | 0.37% | 71 |
|
|
2021
Q3 | $1.28M | Buy |
4,994
+230
| +5% | +$58.9K | 0.32% | 77 |
|
|
2021
Q2 | $1.37M | Buy |
4,764
+791
| +20% | +$228K | 0.33% | 72 |
|
|
2021
Q1 | $1.12M | Buy |
3,973
+1,407
| +55% | +$396K | 0.31% | 73 |
|
|
2020
Q4 | $701K | Buy |
2,566
+1,437
| +127% | +$393K | 0.22% | 88 |
|
|
2020
Q3 | $336K | Sell |
1,129
-685
| -38% | -$204K | 0.13% | 122 |
|
|
2020
Q2 | $438K | Buy |
+1,814
| New | +$438K | 0.19% | 97 |
|