Independent Solutions Wealth Management’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
Q3 | $931K | Sell |
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|
2025
Q2 | $975K | Sell |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.04M | Hold |
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|
2024
Q3 | $1.07M | Sell |
|
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|
2024
Q2 | $982K | Hold |
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|
2024
Q1 | $922K | Sell |
|
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $1.81M | Sell |
|
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|
2023
Q2 | $2.72M | Buy |
|
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|
2023
Q1 | $2.43M | Sell |
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|
2022
Q4 | $2.63M | Buy |
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|
2022
Q3 | $1.88M | Buy |
|
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|
2022
Q2 | $1.82M | Buy |
|
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|
2022
Q1 | $1.26M | Sell |
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|
2021
Q4 | $1.56M | Buy |
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|
2021
Q3 | $1.28M | Buy |
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|
2021
Q2 | $1.37M | Buy |
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|
2021
Q1 | $1.12M | Buy |
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|
2020
Q4 | $701K | Buy |
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|
2020
Q3 | $336K | Sell |
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|
2020
Q2 | $438K | Buy |
|