Integrated Wealth Concepts’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
         Q2  | $899K | Sell | 
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| 
        
          
      
        2025
         Q1  | $988K | Sell | 
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| 
        
          
      
        2024
         Q4  | $1.41M | Buy | 
         | 
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| 
        
          
      
        2024
         Q3  | $1.28M | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $1.1M | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $892K | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $1.09M | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | $1.06M | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q2  | $1.03M | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q1  | $957K | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $1.06M | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $776K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $767K | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $850K | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $1.71M | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q3  | $1.43M | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q2  | $1.64M | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q1  | $1.6M | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q4  | $1.25M | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q3  | $1.22M | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q2  | $944K | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q1  | $773K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q4  | $885K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q3  | $503K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q2  | $463K | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q1  | $415K | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q4  | $314K | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q3  | $327K | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q2  | $269K | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q1  | $257K | Buy | 
         |