LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.98M | Sell |
21,195
-178
| -0.8% | -$50.2K | 0.05% | 83 |
|
|
2025
Q1 | $5.66M | Sell |
21,373
-826
| -4% | -$219K | 0.06% | 84 |
|
|
2024
Q4 | $7.25M | Sell |
22,199
-141
| -0.6% | -$46.1K | 0.06% | 85 |
|
|
2024
Q3 | $7.2M | Sell |
22,340
-915
| -4% | -$295K | 0.06% | 84 |
|
|
2024
Q2 | $6.22M | Sell |
23,255
-257
| -1% | -$68.8K | 0.06% | 81 |
|
|
2024
Q1 | $5.51M | Sell |
23,512
-649
| -3% | -$152K | 0.05% | 80 |
|
|
2023
Q4 | $6.18M | Sell |
24,161
-1,308
| -5% | -$334K | 0.06% | 76 |
|
|
2023
Q3 | $7.38M | Buy |
25,469
+761
| +3% | +$220K | 0.08% | 72 |
|
|
2023
Q2 | $7.4M | Sell |
24,708
-361
| -1% | -$108K | 0.08% | 73 |
|
|
2023
Q1 | $7.2M | Sell |
25,069
-77
| -0.3% | -$22.1K | 0.08% | 74 |
|
|
2022
Q4 | $7.75M | Sell |
25,146
-187
| -0.7% | -$57.6K | 0.1% | 74 |
|
|
2022
Q3 | $5.9M | Sell |
25,333
-255
| -1% | -$59.3K | 0.08% | 78 |
|
|
2022
Q2 | $6.15M | Buy |
25,588
+123
| +0.5% | +$29.6K | 0.08% | 78 |
|
|
2022
Q1 | $6.36M | Buy |
25,465
+87
| +0.3% | +$21.7K | 0.07% | 82 |
|
|
2021
Q4 | $7.72M | Sell |
25,378
-528
| -2% | -$161K | 0.07% | 80 |
|
|
2021
Q3 | $6.64M | Sell |
25,906
-210
| -0.8% | -$53.8K | 0.07% | 79 |
|
|
2021
Q2 | $7.51M | Sell |
26,116
-1,360
| -5% | -$391K | 0.08% | 76 |
|
|
2021
Q1 | $7.73M | Sell |
27,476
-186
| -0.7% | -$52.3K | 0.09% | 73 |
|
|
2020
Q4 | $7.56M | Sell |
27,662
-1,125
| -4% | -$307K | 0.08% | 72 |
|
|
2020
Q3 | $8.58M | Sell |
28,787
-958
| -3% | -$285K | 0.11% | 67 |
|
|
2020
Q2 | $7.18M | Sell |
29,745
-225
| -0.8% | -$54.3K | 0.1% | 70 |
|
|
2020
Q1 | $5.98M | Sell |
29,970
-5,955
| -17% | -$1.19M | 0.1% | 73 |
|
|
2019
Q4 | $8.44M | Sell |
35,925
-3,005
| -8% | -$706K | 0.11% | 70 |
|
|
2019
Q3 | $8.64M | Buy |
38,930
+2,978
| +8% | +$661K | 0.13% | 66 |
|
|
2019
Q2 | $8.14M | Sell |
35,952
-2,512
| -7% | -$569K | 0.12% | 72 |
|
|
2019
Q1 | $7.35M | Sell |
38,464
-4,065
| -10% | -$776K | 0.11% | 80 |
|
|
2018
Q4 | $6.81M | Sell |
42,529
-4,463
| -9% | -$714K | 0.12% | 82 |
|
|
2018
Q3 | $7.85M | Sell |
46,992
-9,736
| -17% | -$1.63M | 0.12% | 83 |
|
|
2018
Q2 | $8.83M | Sell |
56,728
-19,303
| -25% | -$3.01M | 0.15% | 77 |
|
|
2018
Q1 | $12.1M | Sell |
76,031
-8,316
| -10% | -$1.32M | 0.22% | 70 |
|
|
2017
Q4 | $13.8M | Sell |
84,347
-5,204
| -6% | -$854K | 0.25% | 67 |
|
|
2017
Q3 | $13.5M | Sell |
89,551
-7,997
| -8% | -$1.21M | 0.26% | 61 |
|
|
2017
Q2 | $13.9M | Sell |
97,548
-7,180
| -7% | -$1.02M | 0.28% | 60 |
|
|
2017
Q1 | $14.2M | Sell |
104,728
-5,725
| -5% | -$775K | 0.3% | 62 |
|
|
2016
Q4 | $15.9M | Sell |
110,453
-2,325
| -2% | -$334K | 0.35% | 58 |
|
|
2016
Q3 | $17M | Sell |
112,778
-1,403
| -1% | -$211K | 0.39% | 58 |
|
|
2016
Q2 | $16.2M | Sell |
114,181
-5,438
| -5% | -$772K | 0.37% | 57 |
|
|
2016
Q1 | $17.2M | Sell |
119,619
-907
| -0.8% | -$131K | 0.41% | 51 |
|
|
2015
Q4 | $15.7M | Sell |
120,526
-5,720
| -5% | -$744K | 0.39% | 51 |
|
|
2015
Q3 | $17.3M | Hold |
126,246
| – | – | 0.44% | 51 |
|
|
2015
Q2 | $17.3M | Sell |
126,246
-11,414
| -8% | -$1.56M | 0.44% | 51 |
|
|
2015
Q1 | $20.8M | Sell |
137,660
-19,477
| -12% | -$2.95M | 0.53% | 49 |
|
|
2014
Q4 | $22.7M | Sell |
157,137
-14,812
| -9% | -$2.14M | 0.58% | 48 |
|
|
2014
Q3 | $22.4M | Sell |
171,949
-4,223
| -2% | -$550K | 0.61% | 44 |
|
|
2014
Q2 | $22.7M | Sell |
176,172
-8,902
| -5% | -$1.14M | 0.61% | 42 |
|
|
2014
Q1 | $22M | Sell |
185,074
-1,495
| -0.8% | -$178K | 0.6% | 47 |
|
|
2013
Q4 | $20.9M | Sell |
186,569
-14,497
| -7% | -$1.62M | 0.58% | 47 |
|
|
2013
Q3 | $21.4M | Sell |
201,066
-89,169
| -31% | -$9.5M | 0.65% | 43 |
|
|
2013
Q2 | $26.6M | Buy |
+290,235
| New | +$26.6M | 0.83% | 37 |
|