J.P. Morgan Private Wealth Advisors’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $27.7M | Buy |
+97,742
| New | +$27.7M | 0.08% | 234 |
|
|
2023
Q2 | – | Sell |
-109,435
| Closed | -$31.4M | – | 1491 |
|
|
2023
Q1 | $31.4M | Buy |
109,435
+11,499
| +12% | +$3.3M | 0.07% | 249 |
|
|
2022
Q4 | $30.2M | Buy |
97,936
+13,303
| +16% | +$4.1M | 0.07% | 249 |
|
|
2022
Q3 | $19.7M | Buy |
84,633
+4,160
| +5% | +$968K | 0.05% | 285 |
|
|
2022
Q2 | $19.4M | Buy |
80,473
+28,827
| +56% | +$6.93M | 0.05% | 286 |
|
|
2022
Q1 | $12.9M | Sell |
51,646
-12,692
| -20% | -$3.17M | 0.03% | 389 |
|
|
2021
Q4 | $19.6M | Sell |
64,338
-9,146
| -12% | -$2.78M | 0.04% | 318 |
|
|
2021
Q3 | $18.8M | Sell |
73,484
-9,880
| -12% | -$2.53M | 0.05% | 318 |
|
|
2021
Q2 | $24M | Sell |
83,364
-10,178
| -11% | -$2.93M | 0.06% | 276 |
|
|
2021
Q1 | $26.3M | Buy |
93,542
+1,746
| +2% | +$491K | 0.09% | 223 |
|
|
2020
Q4 | $25.1M | Buy |
91,796
+8,332
| +10% | +$2.28M | 0.08% | 222 |
|
|
2020
Q3 | $24.9M | Sell |
83,464
-964
| -1% | -$287K | 0.1% | 192 |
|
|
2020
Q2 | $20.4M | Buy |
84,428
+9,148
| +12% | +$2.21M | 0.09% | 189 |
|
|
2020
Q1 | $15M | Buy |
75,280
+27,867
| +59% | +$5.56M | 0.09% | 208 |
|
|
2019
Q4 | $11.1M | Buy |
47,413
+1,154
| +2% | +$271K | 0.05% | 294 |
|
|
2019
Q3 | $10.3M | Sell |
46,259
-5,299
| -10% | -$1.18M | 0.05% | 285 |
|
|
2019
Q2 | $11.7M | Sell |
51,558
-1,408
| -3% | -$319K | 0.06% | 254 |
|
|
2019
Q1 | $10.1M | Buy |
52,966
+166
| +0.3% | +$31.7K | 0.05% | 285 |
|
|
2018
Q4 | $8.45M | Buy |
52,800
+84
| +0.2% | +$13.4K | 0.05% | 280 |
|
|
2018
Q3 | $8.81M | Sell |
52,716
-576
| -1% | -$96.2K | 0.04% | 322 |
|
|
2018
Q2 | $8.3M | Buy |
53,292
+2,133
| +4% | +$332K | 0.05% | 304 |
|
|
2018
Q1 | $8.14M | Buy |
51,159
+1,153
| +2% | +$183K | 0.06% | 259 |
|
|
2017
Q4 | $8.21M | Sell |
50,006
-1,686
| -3% | -$277K | 0.05% | 261 |
|
|
2017
Q3 | $7.82M | Sell |
51,692
-10,373
| -17% | -$1.57M | 0.06% | 258 |
|
|
2017
Q2 | $8.88M | Buy |
62,065
+12,837
| +26% | +$1.84M | 0.07% | 230 |
|
|
2017
Q1 | $6.66M | Sell |
49,228
-431
| -0.9% | -$58.3K | 0.05% | 272 |
|
|
2016
Q4 | $7.14M | Sell |
49,659
-4,730
| -9% | -$680K | 0.06% | 233 |
|
|
2016
Q3 | $7.56M | Sell |
54,389
-12,989
| -19% | -$1.81M | 0.07% | 225 |
|
|
2016
Q2 | $8.85M | Buy |
67,378
+1,265
| +2% | +$166K | 0.09% | 199 |
|
|
2016
Q1 | $8.81M | Sell |
66,113
-8,940
| -12% | -$1.19M | 0.08% | 188 |
|
|
2015
Q4 | $9.03M | Sell |
75,053
-146
| -0.2% | -$17.6K | 0.09% | 188 |
|
|
2015
Q3 | $8.88M | Sell |
75,199
-2,221
| -3% | -$262K | 0.11% | 170 |
|
|
2015
Q2 | $9.8M | Sell |
77,420
-2,002
| -3% | -$253K | 0.11% | 187 |
|
|
2015
Q1 | $11.1M | Sell |
79,422
-224
| -0.3% | -$31.3K | 0.13% | 171 |
|
|
2014
Q4 | $10.6M | Buy |
79,646
+1,183
| +2% | +$158K | 0.13% | 177 |
|
|
2014
Q3 | $9.45M | Buy |
78,463
+3,310
| +4% | +$399K | 0.12% | 182 |
|
|
2014
Q2 | $8.94M | Sell |
75,153
-338
| -0.4% | -$40.2K | 0.15% | 151 |
|
|
2014
Q1 | $8.31M | Buy |
75,491
+883
| +1% | +$97.2K | 0.15% | 154 |
|
|
2013
Q4 | $7.72M | Buy |
74,608
+1,545
| +2% | +$160K | 0.16% | 149 |
|
|
2013
Q3 | $7.2M | Sell |
73,063
-58
| -0.1% | -$5.72K | 0.16% | 149 |
|
|
2013
Q2 | $6.19M | Buy |
+73,121
| New | +$6.19M | 0.15% | 147 |
|