Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.8M | Buy |
18,584
+194
| +1% | +$49.2K | 0.73% | 33 |
|
|
2024
Q1 | $4.46M | Buy |
18,390
+993
| +6% | +$243K | 0.71% | 50 |
|
|
2023
Q4 | $4.76M | Sell |
17,397
-90
| -0.5% | -$24.7K | 0.78% | 31 |
|
|
2023
Q3 | $4.96M | Sell |
17,487
-89
| -0.5% | -$26.1K | 0.81% | 34 |
|
|
2023
Q2 | $5.26M | Sell |
17,576
-365
| -2% | -$104K | 0.86% | 33 |
|
|
2023
Q1 | $5.15M | Buy |
17,941
+189
| +1% | +$55.2K | 0.85% | 32 |
|
|
2022
Q4 | $5.47M | Sell |
17,752
-2,611
| -13% | -$736K | 0.91% | 23 |
|
|
2022
Q3 | $4.74M | Buy |
20,363
+3,604
| +22% | +$892K | 0.84% | 30 |
|
|
2022
Q2 | $4.03M | Buy |
16,759
+738
| +5% | +$179K | 0.69% | 41 |
|
|
2022
Q1 | $4M | Buy |
16,021
+254
| +2% | +$65.3K | 0.63% | 50 |
|
|
2021
Q4 | $4.8M | Sell |
15,767
-362
| -2% | -$106K | 0.75% | 27 |
|
|
2021
Q3 | $4.13M | Buy |
16,129
+750
| +5% | +$207K | 0.66% | 41 |
|
|
2021
Q2 | $4.42M | Buy |
15,379
+2,405
| +19% | +$706K | 0.73% | 31 |
|
|
2021
Q1 | $3.65M | Buy |
12,974
+272
| +2% | +$73.9K | 0.71% | 33 |
|
|
2020
Q4 | $3.47M | Buy |
12,702
+977
| +8% | +$275K | 0.73% | 31 |
|
|
2020
Q3 | $3.49M | Sell |
11,725
-5,352
| -31% | -$1.54M | 0.81% | 25 |
|
|
2020
Q2 | $4.12M | Buy |
17,077
+196
| +1% | +$44.7K | 0.85% | 22 |
|
|
2020
Q1 | $3.37M | Buy |
16,881
+552
| +3% | +$126K | 0.78% | 35 |
|
|
2019
Q4 | $3.84M | Sell |
16,329
-1,941
| -11% | -$438K | 0.81% | 30 |
|
|
2019
Q3 | $4.05M | Sell |
18,270
-459
| -2% | -$103K | 0.89% | 30 |
|
|
2019
Q2 | $4.24M | Sell |
18,729
-1,596
| -8% | -$330K | 0.92% | 22 |
|
|
2019
Q1 | $3.88M | Sell |
20,325
-1,333
| -6% | -$229K | 0.82% | 31 |
|
|
2018
Q4 | $3.47M | Sell |
21,658
-1,221
| -5% | -$194K | 0.78% | 33 |
|
|
2018
Q3 | $3.82M | Buy |
22,879
+2,394
| +12% | +$390K | 0.76% | 40 |
|
|
2018
Q2 | $3.19M | Sell |
20,485
-435
| -2% | -$71.1K | 0.66% | 58 |
|
|
2018
Q1 | $3.33M | Sell |
20,920
-5,352
| -20% | -$882K | 0.7% | 55 |
|
|
2017
Q4 | $4.31M | Buy |
26,272
+376
| +1% | +$59.9K | 0.83% | 52 |
|
|
2017
Q3 | $3.92M | Sell |
25,896
-46
| -0.2% | -$6.74K | 0.79% | 43 |
|
|
2017
Q2 | $3.71M | Buy |
25,942
+959
| +4% | +$136K | 0.91% | 40 |
|
|
2017
Q1 | $3.38M | Sell |
24,983
-499
| -2% | -$70.3K | 1.05% | 52 |
|
|
2016
Q4 | $3.67M | Sell |
25,482
-130
| -0.5% | -$18.2K | 1.16% | 38 |
|
|
2016
Q3 | $3.56M | Buy |
25,612
+2,415
| +10% | +$335K | 1.18% | 36 |
|
|
2016
Q2 | $3.05M | Buy |
23,197
+3,083
| +15% | +$411K | 1.06% | 52 |
|
|
2016
Q1 | $2.42M | Sell |
20,114
-48
| -0.2% | -$5.8K | 0.91% | 57 |
|
|
2015
Q4 | $2.43M | Buy |
+20,162
| New | +$2.54M | 0.91% | 57 |
|
Other funds holding APD
Institutional & Family Asset Management's APD Position: Q2 2024 in Review
Institutional & Family Asset Management increased its Air Products & Chemicals (APD) stake by 1.1% in Q2 2024, buying an estimated $49.2K and bringing the position to 18,584 shares worth $4.8M. The position accounts for 0.73% of the portfolio, ranked #33.
Institutional & Family Asset Management first reported a position in APD in Q4 2015 and has held it in 35 quarters since. The position peaked at $5.47M in Q4 2022. 1,674 funds tracked by Wall St. Rank hold APD as of Q2 2024.
- Institutional & Family Asset Management held 18,584 shares of Air Products & Chemicals worth $4.8M as of Q2 2024.
- Institutional & Family Asset Management bought 194 Air Products & Chemicals shares in Q2 2024, an estimated $49.2K.
- Air Products & Chemicals made up 0.73% of Institutional & Family Asset Management's portfolio in Q2 2024, its #33 holding.
- Institutional & Family Asset Management first reported a position in Air Products & Chemicals in Q4 2015 and has held it in 35 quarters since.
- Institutional & Family Asset Management's Air Products & Chemicals position peaked at $5.47M in Q4 2022.
- 1,674 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2024.
Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.