LVM Capital Management’s Air Products & Chemicals APD Stock Holding History

LVM Capital Management’s Portfolio APD Stock Details APD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$319K	Hold	1,132	–	–	0.03%	128
2025 Q1	$334K	Hold	1,132	–	–	0.04%	124
2024 Q4	$328K	Buy	1,132 +60	+6%	+$17.4K	0.04%	128
2024 Q3	$277K	Hold	1,072	–	–	0.03%	131
2024 Q2	$277K	Buy	1,072 +212	+25%	+$54.8K	0.03%	131
2024 Q1	$208K	Hold	860	–	–	0.02%	131
2023 Q4	$235K	Hold	860	–	–	0.03%	134
2023 Q3	$244K	Sell	860 -131	-13%	-$37.2K	0.03%	127
2023 Q2	$297K	Sell	991 -70	-7%	-$21K	0.04%	120
2023 Q1	$305K	Hold	1,061	–	–	0.04%	117
2022 Q4	$327K	Hold	1,061	–	–	0.05%	106
2022 Q3	$247K	Sell	1,061 -25	-2%	-$5.82K	0.04%	115
2022 Q2	$261K	Hold	1,086	–	–	0.04%	114
2022 Q1	$271K	Buy	1,086 +40	+4%	+$9.98K	0.04%	119
2021 Q4	$318K	Sell	1,046 -150	-13%	-$45.6K	0.04%	103
2021 Q3	$306K	Hold	1,196	–	–	0.05%	102
2021 Q2	$344K	Hold	1,196	–	–	0.05%	96
2021 Q1	$336K	Hold	1,196	–	–	0.05%	95
2020 Q4	$327K	Hold	1,196	–	–	0.06%	92
2020 Q3	$356K	Hold	1,196	–	–	0.07%	80
2020 Q2	$289K	Hold	1,196	–	–	0.06%	86
2020 Q1	$239K	Hold	1,196	–	–	0.06%	88
2019 Q4	$281K	Buy	1,196 +13	+1%	+$3.05K	0.06%	92
2019 Q3	$262K	Hold	1,183	–	–	0.06%	97
2019 Q2	$268K	Hold	1,183	–	–	0.06%	93
2019 Q1	$226K	Buy	+1,183	New	+$226K	0.05%	101
2017 Q1	–	Sell	-1,417	Closed	-$204K	–	116
2016 Q4	$204K	Sell	1,417 -1,123	-44%	-$162K	0.06%	112
2016 Q3	$302K	Buy	2,540 +756	+42%	+$89.9K	0.1%	85
2016 Q2	$234K	Hold	1,784	–	–	0.07%	101
2016 Q1	$238K	Hold	1,784	–	–	0.08%	98
2015 Q4	$215K	Hold	1,784	–	–	0.08%	101
2015 Q3	$211K	Hold	1,784	–	–	0.08%	98
2015 Q2	$226K	Hold	1,784	–	–	0.08%	100
2015 Q1	$250K	Hold	1,784	–	–	0.08%	95
2014 Q4	$238K	Sell	1,784 -756	-30%	-$101K	0.08%	98
2014 Q3	$306K	Hold	2,540	–	–	0.1%	83
2014 Q2	$302K	Hold	2,540	–	–	0.1%	85
2014 Q1	$280K	Hold	2,540	–	–	0.1%	87
2013 Q4	$263K	Hold	2,540	–	–	0.09%	95
2013 Q3	$250K	Sell	2,540 -4,324	-63%	-$426K	0.09%	92
2013 Q2	$581K	Buy	+6,864	New	+$581K	0.23%	55