Marcum 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
Q1 | $464K | Buy |
1,572
+42
| +3% | +$12.4K | 0.04% | 202 |
|
|
2024
Q4 | $444K | Buy |
1,530
+38
| +3% | +$11K | 0.04% | 213 |
|
|
2024
Q3 | $444K | Buy |
1,492
+20
| +1% | +$5.96K | 0.04% | 219 |
|
|
2024
Q2 | $380K | Buy |
1,472
+191
| +15% | +$49.3K | 0.04% | 236 |
|
|
2024
Q1 | $310K | Buy |
1,281
+156
| +14% | +$37.8K | 0.03% | 260 |
|
|
2023
Q4 | $308K | Buy |
1,125
+53
| +5% | +$14.5K | 0.03% | 250 |
|
|
2023
Q3 | $304K | Buy |
1,072
+16
| +2% | +$4.53K | 0.04% | 240 |
|
|
2023
Q2 | $316K | Sell |
1,056
-62
| -6% | -$18.6K | 0.04% | 235 |
|
|
2023
Q1 | $321K | Buy |
1,118
+143
| +15% | +$41.1K | 0.04% | 233 |
|
|
2022
Q4 | $301K | Buy |
975
+63
| +7% | +$19.4K | 0.04% | 240 |
|
|
2022
Q3 | $212K | Buy |
912
+28
| +3% | +$6.51K | 0.03% | 294 |
|
|
2022
Q2 | $213K | Buy |
+884
| New | +$213K | 0.03% | 293 |
|