JSA
Jacobson & Schmitt Advisors’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
+800
| New | +$226K | 0.04% | 67 |
|
|
2025
Q1 | – | Sell |
-800
| Closed | -$232K | – | 47 |
|
|
2024
Q4 | $232K | Hold |
800
| – | – | 0.04% | 74 |
|
|
2024
Q3 | $238K | Hold |
800
| – | – | 0.05% | 66 |
|
|
2024
Q2 | $206K | Buy |
+800
| New | +$206K | 0.05% | 71 |
|
|
2024
Q1 | – | Sell |
-800
| Closed | -$219K | – | 48 |
|
|
2023
Q4 | $219K | Sell |
800
-60
| -7% | -$16.4K | 0.06% | 66 |
|
|
2023
Q3 | $244K | Buy |
860
+60
| +8% | +$17K | 0.07% | 56 |
|
|
2023
Q2 | $240K | Hold |
800
| – | – | 0.07% | 56 |
|
|
2023
Q1 | $230K | Buy |
+800
| New | +$230K | 0.07% | 57 |
|
|
2022
Q2 | – | Sell |
-800
| Closed | -$200K | – | 57 |
|
|
2022
Q1 | $200K | Hold |
800
| – | – | 0.05% | 63 |
|
|
2021
Q4 | $243K | Buy |
+800
| New | +$243K | 0.06% | 56 |
|