Keebeck 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,667
| Closed | -$2.11M | – | 278 |
|
|
2023
Q4 | $2.11M | Sell |
7,667
-531
| -6% | -$146K | 0.35% | 76 |
|
|
2023
Q3 | $2.34M | Buy |
8,198
+240
| +3% | +$68.4K | 0.41% | 68 |
|
|
2023
Q2 | $2.4M | Buy |
7,958
+1,177
| +17% | +$355K | 0.33% | 74 |
|
|
2023
Q1 | $1.96M | Buy |
6,781
+3,648
| +116% | +$1.05M | 0.32% | 82 |
|
|
2022
Q4 | $971K | Buy |
+3,133
| New | +$971K | 0.17% | 114 |
|
|
2022
Q2 | – | Sell |
-3,306
| Closed | -$832K | – | 230 |
|
|
2022
Q1 | $832K | Hold |
3,306
| – | – | 0.14% | 124 |
|
|
2021
Q4 | $1.01M | Hold |
3,306
| – | – | 0.18% | 108 |
|
|
2021
Q3 | $852K | Hold |
3,306
| – | – | 0.17% | 113 |
|
|
2021
Q2 | $956K | Hold |
3,306
| – | – | 0.14% | 125 |
|
|
2021
Q1 | $935K | Hold |
3,306
| – | – | 0.15% | 114 |
|
|
2020
Q4 | $908K | Hold |
3,306
| – | – | 0.16% | 104 |
|
|
2020
Q3 | $989K | Hold |
3,306
| – | – | 0.2% | 77 |
|
|
2020
Q2 | $802K | Hold |
3,306
| – | – | 0.25% | 81 |
|
|
2020
Q1 | $664K | Hold |
3,306
| – | – | 0.28% | 74 |
|
|
2019
Q4 | $780K | Buy |
+3,306
| New | +$780K | 0.25% | 72 |
|