Institute for 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 | $404K | Sell |
1,431
-28
| -2% | -$7.9K | 0.05% | 358 |
|
|
2025
Q1 | $430K | Hold |
1,459
| – | – | 0.06% | 323 |
|
|
2024
Q4 | $423K | Hold |
1,459
| – | – | 0.05% | 320 |
|
|
2024
Q3 | $434K | Hold |
1,459
| – | – | 0.05% | 326 |
|
|
2024
Q2 | $377K | Sell |
1,459
-39
| -3% | -$10.1K | 0.05% | 342 |
|
|
2024
Q1 | $363K | Buy |
+1,498
| New | +$363K | 0.05% | 347 |
|
|
2022
Q1 | – | Sell |
-688
| Closed | -$209K | – | 538 |
|
|
2021
Q4 | $209K | Buy |
+688
| New | +$209K | 0.03% | 463 |
|
|
2021
Q3 | – | Sell |
-1,610
| Closed | -$463K | – | 478 |
|
|
2021
Q2 | $463K | Buy |
1,610
+32
| +2% | +$9.2K | 0.08% | 292 |
|
|
2021
Q1 | $444K | Buy |
1,578
+137
| +10% | +$38.5K | 0.08% | 284 |
|
|
2020
Q4 | $394K | Buy |
1,441
+136
| +10% | +$37.2K | 0.08% | 297 |
|
|
2020
Q3 | $389K | Buy |
1,305
+10
| +0.8% | +$2.98K | 0.09% | 265 |
|
|
2020
Q2 | $313K | Buy |
1,295
+4
| +0.3% | +$967 | 0.08% | 316 |
|
|
2020
Q1 | $258K | Sell |
1,291
-244
| -16% | -$48.8K | 0.08% | 304 |
|
|
2019
Q4 | $361K | Buy |
1,535
+265
| +21% | +$62.3K | 0.08% | 308 |
|
|
2019
Q3 | $282K | Sell |
1,270
-234
| -16% | -$52K | 0.07% | 333 |
|
|
2019
Q2 | $340K | Buy |
1,504
+1
| +0.1% | +$226 | 0.08% | 325 |
|
|
2019
Q1 | $287K | Buy |
1,503
+80
| +6% | +$15.3K | 0.06% | 347 |
|
|
2018
Q4 | $228K | Buy |
+1,423
| New | +$228K | 0.09% | 228 |
|
|
2017
Q3 | – | Sell |
-1,508
| Closed | -$215K | – | 257 |
|
|
2017
Q2 | $215K | Buy |
+1,508
| New | +$215K | 0.06% | 366 |
|