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

Liberty Wealth Management’s Portfolio APD Stock Details APD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-102
Closed -$27K – 215
2021
Q3 		$27K Buy
102
+5
+5% +$1.38K 0.01% 575
2021
Q2 		$28K Sell
97
-6
-6% -$1.76K 0.01% 430
2021
Q1 		$28K Buy
103
+2
+2% +$544 0.01% 397
2020
Q4 		$27K Buy
101
+10
+11% +$2.82K 0.01% 402
2020
Q3 		$27K Buy
91
+1
+1% +$288 0.02% 347
2020
Q2 		$22K Hold
90
– – 0.02% 366
2020
Q1 		$18K Sell
90
-34
-27% -$7.75K 0.02% 369
2019
Q4 		$29K Buy
124
+28
+29% +$6.32K 0.02% 347
2019
Q3 		$21K Buy
96
+78
+433% +$17.5K 0.02% 388
2019
Q2 		$4K Hold
18
– – ﹤0.01% 684
2019
Q1 		$3K Sell
18
-15
-45% -$2.58K ﹤0.01% 580
2018
Q4 		$5K Buy
+33
New +$5.23K ﹤0.01% 538

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return