JMFC
J.M. Forbes & Co’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $880K | Hold |
3,120
| – | – | 0.08% | 83 |
|
|
2025
Q1 | $920K | Hold |
3,120
| – | – | 0.09% | 83 |
|
|
2024
Q4 | $905K | Hold |
3,120
| – | – | 0.09% | 84 |
|
|
2024
Q3 | $929K | Hold |
3,120
| – | – | 0.09% | 82 |
|
|
2024
Q2 | $805K | Hold |
3,120
| – | – | 0.08% | 83 |
|
|
2024
Q1 | $756K | Hold |
3,120
| – | – | 0.08% | 85 |
|
|
2023
Q4 | $854K | Hold |
3,120
| – | – | 0.1% | 81 |
|
|
2023
Q3 | $884K | Hold |
3,120
| – | – | 0.11% | 79 |
|
|
2023
Q2 | $935K | Hold |
3,120
| – | – | 0.12% | 78 |
|
|
2023
Q1 | $896K | Hold |
3,120
| – | – | 0.12% | 61 |
|
|
2022
Q4 | $962K | Hold |
3,120
| – | – | 0.14% | 56 |
|
|
2022
Q3 | $726K | Hold |
3,120
| – | – | 0.11% | 66 |
|
|
2022
Q2 | $750K | Sell |
3,120
-10
| -0.3% | -$2.4K | 0.11% | 66 |
|
|
2022
Q1 | $782K | Sell |
3,130
-5
| -0.2% | -$1.25K | 0.1% | 67 |
|
|
2021
Q4 | $954K | Hold |
3,135
| – | – | 0.11% | 63 |
|
|
2021
Q3 | $803K | Hold |
3,135
| – | – | 0.1% | 63 |
|
|
2021
Q2 | $902K | Sell |
3,135
-5
| -0.2% | -$1.44K | 0.11% | 59 |
|
|
2021
Q1 | $883K | Hold |
3,140
| – | – | 0.12% | 53 |
|
|
2020
Q4 | $858K | Hold |
3,140
| – | – | 0.13% | 52 |
|
|
2020
Q3 | $935K | Hold |
3,140
| – | – | 0.15% | 48 |
|
|
2020
Q2 | $758K | Hold |
3,140
| – | – | 0.14% | 48 |
|
|
2020
Q1 | $627K | Sell |
3,140
-20
| -0.6% | -$3.99K | 0.14% | 49 |
|
|
2019
Q4 | $742K | Hold |
3,160
| – | – | 0.12% | 64 |
|
|
2019
Q3 | $701K | Hold |
3,160
| – | – | 0.13% | 61 |
|
|
2019
Q2 | $715K | Hold |
3,160
| – | – | 0.14% | 58 |
|
|
2019
Q1 | $603K | Hold |
3,160
| – | – | 0.13% | 62 |
|
|
2018
Q4 | $506K | Sell |
3,160
-30
| -0.9% | -$4.8K | 0.12% | 65 |
|
|
2018
Q3 | $533K | Hold |
3,190
| – | – | 0.11% | 68 |
|
|
2018
Q2 | $497K | Hold |
3,190
| – | – | 0.11% | 72 |
|
|
2018
Q1 | $507K | Hold |
3,190
| – | – | 0.12% | 72 |
|
|
2017
Q4 | $523K | Hold |
3,190
| – | – | 0.12% | 72 |
|
|
2017
Q3 | $482K | Hold |
3,190
| – | – | 0.12% | 68 |
|
|
2017
Q2 | $456K | Hold |
3,190
| – | – | 0.12% | 68 |
|
|
2017
Q1 | $432K | Hold |
3,190
| – | – | 0.11% | 70 |
|
|
2016
Q4 | $458K | Hold |
3,190
| – | – | 0.13% | 67 |
|
|
2016
Q3 | $480K | Hold |
3,190
| – | – | 0.13% | 64 |
|
|
2016
Q2 | $453K | Hold |
3,190
| – | – | 0.13% | 63 |
|
|
2016
Q1 | $459K | Hold |
3,190
| – | – | 0.13% | 60 |
|
|
2015
Q4 | $415K | Hold |
3,190
| – | – | 0.11% | 64 |
|
|
2015
Q3 | $406K | Hold |
3,190
| – | – | 0.12% | 63 |
|
|
2015
Q2 | $436K | Hold |
3,190
| – | – | 0.12% | 61 |
|
|
2015
Q1 | $483K | Sell |
3,190
-30
| -0.9% | -$4.54K | 0.13% | 62 |
|
|
2014
Q4 | $483K | Hold |
3,220
| – | – | 0.13% | 61 |
|
|
2014
Q3 | $419K | Sell |
3,220
-200
| -6% | -$26K | 0.11% | 65 |
|
|
2014
Q2 | $439K | Hold |
3,420
| – | – | 0.11% | 66 |
|
|
2014
Q1 | $407K | Hold |
3,420
| – | – | 0.11% | 66 |
|
|
2013
Q4 | $382K | Hold |
3,420
| – | – | 0.1% | 70 |
|
|
2013
Q3 | $364K | Hold |
3,420
| – | – | 0.1% | 67 |
|
|
2013
Q2 | $313K | Buy |
+3,420
| New | +$313K | 0.09% | 66 |
|