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JWM
Janiczek Wealth Management’s
Air Products & Chemicals
APD
Stock Holding History
Janiczek Wealth Management’s Portfolio
APD Stock Details
APD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
$84.4K
Sell
327
-93
-22%
-$23.6K
0.02%
313
2024
Q1
$102K
Sell
420
-12
-3%
-$2.94K
0.02%
286
2023
Q4
$118K
Sell
432
-51
-11%
-$14K
0.03%
243
2023
Q3
$137K
Buy
483
+61
+14%
+$17.9K
0.04%
201
2023
Q2
$126K
Sell
422
-8
-2%
-$2.28K
0.03%
181
2023
Q1
$123K
Buy
430
+2
+0.5%
+$584
0.03%
185
2022
Q4
$133K
Buy
428
+22
+5%
+$6.2K
0.04%
181
2022
Q3
$94K
Sell
406
-39
-9%
-$9.65K
0.03%
205
2022
Q2
$111K
Buy
445
+49
+12%
+$11.9K
0.03%
190
2022
Q1
$99K
Buy
396
+161
+69%
+$41.4K
0.03%
206
2021
Q4
$72K
Sell
235
-55
-19%
-$16.1K
0.02%
243
2021
Q3
$74K
Buy
290
+129
+80%
+$35.7K
0.03%
216
2021
Q2
$46K
Buy
161
+76
+89%
+$22.3K
0.02%
268
2021
Q1
$24K
Buy
85
+76
+844%
+$20.7K
0.01%
361
2020
Q4
$2K
Sell
9
-12
-57%
-$3.38K
﹤0.01%
667
2020
Q3
$6K
Buy
21
+6
+40%
+$1.73K
﹤0.01%
306
2020
Q2
$4K
Buy
+15
New
+$3.42K
﹤0.01%
192
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$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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