Jeppson Wealth Management’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 | $410K | Sell |
1,453
-23
| -2% | -$6.49K | 0.14% | 133 |
|
|
2025
Q1 | $435K | Sell |
1,476
-220
| -13% | -$64.9K | 0.16% | 128 |
|
|
2024
Q4 | $492K | Sell |
1,696
-14
| -0.8% | -$4.06K | 0.18% | 121 |
|
|
2024
Q3 | $509K | Sell |
1,710
-25
| -1% | -$7.44K | 0.18% | 121 |
|
|
2024
Q2 | $448K | Sell |
1,735
-223
| -11% | -$57.5K | 0.17% | 121 |
|
|
2024
Q1 | $474K | Buy |
1,958
+219
| +13% | +$53.1K | 0.18% | 120 |
|
|
2023
Q4 | $476K | Sell |
1,739
-12
| -0.7% | -$3.29K | 0.2% | 112 |
|
|
2023
Q3 | $496K | Sell |
1,751
-58
| -3% | -$16.4K | 0.23% | 108 |
|
|
2023
Q2 | $542K | Sell |
1,809
-91
| -5% | -$27.3K | 0.24% | 105 |
|
|
2023
Q1 | $546K | Buy |
1,900
+29
| +2% | +$8.33K | 0.24% | 104 |
|
|
2022
Q4 | $577K | Buy |
1,871
+142
| +8% | +$43.8K | 0.24% | 95 |
|
|
2022
Q3 | $402K | Buy |
1,729
+193
| +13% | +$44.9K | 0.18% | 115 |
|
|
2022
Q2 | $369K | Buy |
+1,536
| New | +$369K | 0.16% | 119 |
|