LWA
Lineweaver Wealth Advisors’s Air Products & Chemicals APD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.89M | Buy |
6,708
+921
| +16% | +$260K | 0.3% | 67 |
|
2025
Q1 | $1.71M | Buy |
5,787
+629
| +12% | +$186K | 0.29% | 70 |
|
2024
Q4 | $1.5M | Buy |
5,158
+360
| +8% | +$105K | 0.28% | 73 |
|
2024
Q3 | $1.43M | Buy |
4,798
+98
| +2% | +$29.2K | 0.27% | 67 |
|
2024
Q2 | $1.21M | Sell |
4,700
-368
| -7% | -$95.1K | 0.25% | 73 |
|
2024
Q1 | $1.23M | Buy |
5,068
+1,167
| +30% | +$283K | 0.29% | 70 |
|
2023
Q4 | $1.07M | Buy |
3,901
+1,843
| +90% | +$505K | 0.28% | 72 |
|
2023
Q3 | $583K | Buy |
+2,058
| New | +$583K | 0.17% | 88 |
|