Jeppson Wealth Management’s Air Products & Chemicals APD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$396K Hold
2025
Q2
$410K Sell
2025
Q1
$435K Sell
2024
Q4
$492K Sell
2024
Q3
$509K Sell
2024
Q2
$448K Sell
2024
Q1
$474K Buy
2023
Q4
$476K Sell
2023
Q3
$496K Sell
2023
Q2
$542K Sell
2023
Q1
$546K Buy
2022
Q4
$577K Buy
2022
Q3
$402K Buy
2022
Q2
$369K Buy