Linscomb Wealth’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 | $5.77M | Buy |
20,444
+831
| +4% | +$234K | 0.27% | 91 |
|
|
2025
Q1 | $5.78M | Buy |
19,613
+1,105
| +6% | +$326K | 0.29% | 85 |
|
|
2024
Q4 | $5.37M | Buy |
18,508
+382
| +2% | +$111K | 0.27% | 87 |
|
|
2024
Q3 | $5.4M | Buy |
18,126
+238
| +1% | +$70.9K | 0.27% | 87 |
|
|
2024
Q2 | $4.62M | Buy |
17,888
+613
| +4% | +$158K | 0.24% | 92 |
|
|
2024
Q1 | $4.19M | Buy |
17,275
+603
| +4% | +$146K | 0.22% | 95 |
|
|
2023
Q4 | $4.56M | Buy |
16,672
+592
| +4% | +$162K | 0.25% | 90 |
|
|
2023
Q3 | $4.56M | Sell |
16,080
-89
| -0.6% | -$25.2K | 0.27% | 84 |
|
|
2023
Q2 | $4.84M | Sell |
16,169
-368
| -2% | -$110K | 0.26% | 86 |
|
|
2023
Q1 | $4.75M | Buy |
16,537
+1,117
| +7% | +$321K | 0.25% | 89 |
|
|
2022
Q4 | $4.75M | Buy |
15,420
+3,223
| +26% | +$994K | 0.24% | 89 |
|
|
2022
Q3 | $2.84M | Buy |
12,197
+2,549
| +26% | +$593K | 0.17% | 104 |
|
|
2022
Q2 | $2.32M | Buy |
9,648
+3,496
| +57% | +$841K | 0.13% | 116 |
|
|
2022
Q1 | $1.54M | Buy |
6,152
+5,478
| +813% | +$1.37M | 0.07% | 149 |
|
|
2021
Q4 | $205K | Buy |
+674
| New | +$205K | 0.01% | 323 |
|
|
2021
Q2 | – | Sell |
-941
| Closed | -$265K | – | 333 |
|
|
2021
Q1 | $265K | Hold |
941
| – | – | 0.01% | 280 |
|
|
2020
Q4 | $257K | Hold |
941
| – | – | 0.02% | 268 |
|
|
2020
Q3 | $280K | Sell |
941
-572
| -38% | -$170K | 0.02% | 246 |
|
|
2020
Q2 | $365K | Sell |
1,513
-3,296
| -69% | -$795K | 0.03% | 222 |
|
|
2020
Q1 | $960K | Sell |
4,809
-2,164
| -31% | -$432K | 0.08% | 141 |
|
|
2019
Q4 | $1.64M | Buy |
+6,973
| New | +$1.64M | 0.11% | 128 |
|