Lantern 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 | $282K | Buy |
+1,000
| New | +$282K | 0.17% | 119 |
|
|
2024
Q4 | $370K | Buy |
1,276
+76
| +6% | +$22K | 0.24% | 86 |
|
|
2024
Q3 | $357K | Hold |
1,200
| – | – | 0.25% | 85 |
|
|
2024
Q2 | $310K | Sell |
1,200
-300
| -20% | -$77.4K | 0.22% | 88 |
|
|
2024
Q1 | $363K | Hold |
1,500
| – | – | 0.26% | 89 |
|
|
2023
Q4 | $411K | Buy |
+1,500
| New | +$411K | 0.32% | 79 |
|