JFS Wealth Advisors’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 | $66K | Sell |
234
-662
| -74% | -$187K | ﹤0.01% | 427 |
|
|
2025
Q1 | $264K | Buy |
896
+12
| +1% | +$3.54K | 0.02% | 275 |
|
|
2024
Q4 | $256K | Buy |
884
+152
| +21% | +$44.1K | 0.02% | 269 |
|
|
2024
Q3 | $218K | Buy |
732
+603
| +467% | +$180K | 0.01% | 278 |
|
|
2024
Q2 | $33.3K | Sell |
129
-66
| -34% | -$17K | ﹤0.01% | 491 |
|
|
2024
Q1 | $47.2K | Sell |
195
-20
| -9% | -$4.85K | ﹤0.01% | 434 |
|
|
2023
Q4 | $58.9K | Buy |
215
+87
| +68% | +$23.8K | 0.01% | 382 |
|
|
2023
Q3 | $36.3K | Buy |
128
+12
| +10% | +$3.4K | ﹤0.01% | 414 |
|
|
2023
Q2 | $34.7K | Hold |
116
| – | – | ﹤0.01% | 425 |
|
|
2023
Q1 | $33.3K | Sell |
116
-4
| -3% | -$1.15K | ﹤0.01% | 428 |
|
|
2022
Q4 | $37K | Buy |
120
+17
| +17% | +$5.24K | ﹤0.01% | 407 |
|
|
2022
Q3 | $24K | Buy |
103
+6
| +6% | +$1.4K | ﹤0.01% | 524 |
|
|
2022
Q2 | $23K | Buy |
97
+15
| +18% | +$3.56K | ﹤0.01% | 555 |
|
|
2022
Q1 | $20K | Sell |
82
-22
| -21% | -$5.37K | ﹤0.01% | 603 |
|
|
2021
Q4 | $32K | Buy |
104
+16
| +18% | +$4.92K | ﹤0.01% | 491 |
|
|
2021
Q3 | $23K | Buy |
88
+18
| +26% | +$4.71K | ﹤0.01% | 519 |
|
|
2021
Q2 | $20K | Hold |
70
| – | – | ﹤0.01% | 367 |
|
|
2021
Q1 | $20K | Hold |
70
| – | – | ﹤0.01% | 336 |
|
|
2020
Q4 | $19K | Hold |
70
| – | – | ﹤0.01% | 333 |
|
|
2020
Q3 | $21K | Hold |
70
| – | – | 0.01% | 309 |
|
|
2020
Q2 | $17K | Hold |
70
| – | – | ﹤0.01% | 321 |
|
|
2020
Q1 | $14K | Hold |
70
| – | – | ﹤0.01% | 303 |
|
|
2019
Q4 | $16K | Buy |
70
+18
| +35% | +$4.11K | ﹤0.01% | 327 |
|
|
2019
Q3 | $12K | Hold |
52
| – | – | ﹤0.01% | 355 |
|
|
2019
Q2 | $12K | Hold |
52
| – | – | ﹤0.01% | 349 |
|
|
2019
Q1 | $10K | Hold |
52
| – | – | ﹤0.01% | 352 |
|
|
2018
Q4 | $8K | Hold |
52
| – | – | ﹤0.01% | 360 |
|
|
2018
Q3 | $9K | Hold |
52
| – | – | ﹤0.01% | 414 |
|
|
2018
Q2 | $8K | Buy |
52
+41
| +373% | +$6.31K | ﹤0.01% | 381 |
|
|
2018
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 471 |
|
|
2017
Q4 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 478 |
|
|
2016
Q2 | – | Sell |
-25
| Closed | -$3K | – | 507 |
|
|
2016
Q1 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 475 |
|