Integrated Wealth Concepts’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 | $899K | Sell |
3,187
-163
| -5% | -$46K | 0.01% | 981 |
|
|
2025
Q1 | $988K | Sell |
3,350
-1,509
| -31% | -$445K | 0.01% | 838 |
|
|
2024
Q4 | $1.41M | Buy |
4,859
+544
| +13% | +$158K | 0.02% | 679 |
|
|
2024
Q3 | $1.28M | Buy |
4,315
+69
| +2% | +$20.5K | 0.02% | 704 |
|
|
2024
Q2 | $1.1M | Buy |
4,246
+565
| +15% | +$146K | 0.02% | 718 |
|
|
2024
Q1 | $892K | Sell |
3,681
-285
| -7% | -$69.1K | 0.01% | 811 |
|
|
2023
Q4 | $1.09M | Buy |
3,966
+242
| +6% | +$66.3K | 0.02% | 700 |
|
|
2023
Q3 | $1.06M | Buy |
3,724
+292
| +9% | +$82.8K | 0.02% | 673 |
|
|
2023
Q2 | $1.03M | Buy |
3,432
+100
| +3% | +$30K | 0.02% | 669 |
|
|
2023
Q1 | $957K | Sell |
3,332
-105
| -3% | -$30.2K | 0.02% | 638 |
|
|
2022
Q4 | $1.06M | Buy |
3,437
+101
| +3% | +$31.1K | 0.03% | 459 |
|
|
2022
Q3 | $776K | Buy |
3,336
+147
| +5% | +$34.2K | 0.02% | 478 |
|
|
2022
Q2 | $767K | Sell |
3,189
-213
| -6% | -$51.2K | 0.02% | 484 |
|
|
2022
Q1 | $850K | Sell |
3,402
-2,213
| -39% | -$553K | 0.03% | 433 |
|
|
2021
Q4 | $1.71M | Buy |
5,615
+26
| +0.5% | +$7.91K | 0.05% | 290 |
|
|
2021
Q3 | $1.43M | Sell |
5,589
-116
| -2% | -$29.7K | 0.05% | 307 |
|
|
2021
Q2 | $1.64M | Buy |
5,705
+16
| +0.3% | +$4.6K | 0.06% | 250 |
|
|
2021
Q1 | $1.6M | Buy |
5,689
+1,096
| +24% | +$308K | 0.07% | 220 |
|
|
2020
Q4 | $1.26M | Buy |
4,593
+494
| +12% | +$135K | 0.06% | 212 |
|
|
2020
Q3 | $1.22M | Buy |
4,099
+190
| +5% | +$56.6K | 0.08% | 181 |
|
|
2020
Q2 | $944K | Buy |
3,909
+39
| +1% | +$9.42K | 0.07% | 184 |
|
|
2020
Q1 | $773K | Buy |
3,870
+102
| +3% | +$20.4K | 0.07% | 164 |
|
|
2019
Q4 | $885K | Buy |
3,768
+1,501
| +66% | +$353K | 0.07% | 170 |
|
|
2019
Q3 | $503K | Buy |
2,267
+223
| +11% | +$49.5K | 0.06% | 205 |
|
|
2019
Q2 | $463K | Sell |
2,044
-129
| -6% | -$29.2K | 0.06% | 193 |
|
|
2019
Q1 | $415K | Buy |
2,173
+214
| +11% | +$40.9K | 0.07% | 192 |
|
|
2018
Q4 | $314K | Buy |
1,959
+29
| +2% | +$4.65K | 0.09% | 180 |
|
|
2018
Q3 | $327K | Buy |
1,930
+199
| +11% | +$33.7K | 0.1% | 162 |
|
|
2018
Q2 | $269K | Buy |
1,731
+87
| +5% | +$13.5K | 0.09% | 172 |
|
|
2018
Q1 | $257K | Buy |
+1,644
| New | +$257K | 0.1% | 161 |
|