JGP 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 | $13.2M | Buy |
46,651
+859
| +2% | +$242K | 1.59% | 14 |
|
|
2025
Q1 | $13.5M | Sell |
45,792
-503
| -1% | -$148K | 1.78% | 13 |
|
|
2024
Q4 | $13.4M | Buy |
46,295
+657
| +1% | +$191K | 1.74% | 16 |
|
|
2024
Q3 | $13.6M | Buy |
45,638
+900
| +2% | +$268K | 1.75% | 19 |
|
|
2024
Q2 | $11.5M | Buy |
44,738
+6,245
| +16% | +$1.61M | 1.65% | 20 |
|
|
2024
Q1 | $9.33M | Sell |
38,493
-5,023
| -12% | -$1.22M | 1.35% | 30 |
|
|
2023
Q4 | $11.9M | Buy |
43,516
+1,124
| +3% | +$308K | 1.77% | 22 |
|
|
2023
Q3 | $12M | Buy |
42,392
+483
| +1% | +$137K | 2.02% | 15 |
|
|
2023
Q2 | $12.6M | Buy |
41,909
+337
| +0.8% | +$101K | 2.05% | 16 |
|
|
2023
Q1 | $11.9M | Buy |
41,572
+112
| +0.3% | +$32.2K | 2.09% | 16 |
|
|
2022
Q4 | $12.8M | Sell |
41,460
-1,022
| -2% | -$315K | 2.35% | 10 |
|
|
2022
Q3 | $9.85M | Buy |
42,482
+1,607
| +4% | +$372K | 2.07% | 14 |
|
|
2022
Q2 | $9.7M | Buy |
40,875
+1,902
| +5% | +$451K | 1.96% | 16 |
|
|
2022
Q1 | $9.79M | Buy |
38,973
+3,531
| +10% | +$887K | 1.81% | 18 |
|
|
2021
Q4 | $10.8M | Buy |
35,442
+1,772
| +5% | +$539K | 2.01% | 15 |
|
|
2021
Q3 | $8.62M | Buy |
33,670
+485
| +1% | +$124K | 1.86% | 20 |
|
|
2021
Q2 | $9.55M | Sell |
33,185
-344
| -1% | -$99K | 2.05% | 15 |
|
|
2021
Q1 | $9.43M | Buy |
33,529
+420
| +1% | +$118K | 2.11% | 10 |
|
|
2020
Q4 | $8.5M | Buy |
33,109
+930
| +3% | +$239K | 1.97% | 12 |
|
|
2020
Q3 | $9.72M | Buy |
32,179
+417
| +1% | +$126K | 2.58% | 7 |
|
|
2020
Q2 | $8.57M | Buy |
31,762
+1,617
| +5% | +$436K | 2.52% | 7 |
|
|
2020
Q1 | $6.5M | Sell |
30,145
-1,699
| -5% | -$367K | 2.3% | 7 |
|
|
2019
Q4 | $7.19M | Buy |
31,844
+3,034
| +11% | +$685K | 2.13% | 7 |
|
|
2019
Q3 | $6.06M | Buy |
28,810
+321
| +1% | +$67.6K | 2.1% | 10 |
|
|
2019
Q2 | $6.45M | Buy |
28,489
+210
| +0.7% | +$47.5K | 2.28% | 5 |
|
|
2019
Q1 | $5.4M | Buy |
28,279
+419
| +2% | +$80K | 2.04% | 8 |
|
|
2018
Q4 | $4.46M | Buy |
27,860
+11,589
| +71% | +$1.85M | 1.84% | 13 |
|
|
2018
Q3 | $2.72M | Sell |
16,271
-709
| -4% | -$118K | 1.09% | 44 |
|
|
2018
Q2 | $2.64M | Buy |
+16,980
| New | +$2.64M | 1.1% | 43 |
|