Inlet Private Wealth’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 | $301K | Hold |
1,067
| – | – | 0.07% | 114 |
|
|
2025
Q1 | $315K | Hold |
1,067
| – | – | 0.08% | 111 |
|
|
2024
Q4 | $309K | Hold |
1,067
| – | – | 0.08% | 112 |
|
|
2024
Q3 | $318K | Hold |
1,067
| – | – | 0.08% | 114 |
|
|
2024
Q2 | $275K | Buy |
1,067
+120
| +13% | +$31K | 0.08% | 114 |
|
|
2024
Q1 | $229K | Hold |
947
| – | – | 0.06% | 120 |
|
|
2023
Q4 | $259K | Hold |
947
| – | – | 0.08% | 110 |
|
|
2023
Q3 | $268K | Hold |
947
| – | – | 0.09% | 110 |
|
|
2023
Q2 | $284K | Hold |
947
| – | – | 0.07% | 118 |
|
|
2023
Q1 | $272K | Hold |
947
| – | – | 0.07% | 119 |
|
|
2022
Q4 | $292K | Hold |
947
| – | – | 0.08% | 113 |
|
|
2022
Q3 | $220K | Hold |
947
| – | – | 0.07% | 120 |
|
|
2022
Q2 | $228K | Hold |
947
| – | – | 0.07% | 122 |
|
|
2022
Q1 | $237K | Hold |
947
| – | – | 0.06% | 130 |
|
|
2021
Q4 | $288K | Hold |
947
| – | – | 0.07% | 123 |
|
|
2021
Q3 | $243K | Hold |
947
| – | – | 0.07% | 129 |
|
|
2021
Q2 | $272K | Hold |
947
| – | – | 0.07% | 121 |
|
|
2021
Q1 | $266K | Hold |
947
| – | – | 0.08% | 119 |
|
|
2020
Q4 | $259K | Hold |
947
| – | – | 0.08% | 118 |
|
|
2020
Q3 | $282K | Hold |
947
| – | – | 0.11% | 111 |
|
|
2020
Q2 | $229K | Buy |
+947
| New | +$229K | 0.09% | 118 |
|
|
2020
Q1 | – | Sell |
-947
| Closed | -$223K | – | 127 |
|
|
2019
Q4 | $223K | Hold |
947
| – | – | 0.07% | 138 |
|
|
2019
Q3 | $210K | Hold |
947
| – | – | 0.08% | 138 |
|
|
2019
Q2 | $215K | Buy |
+947
| New | +$215K | 0.08% | 138 |
|