Marion Wealth Management’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 | – | Sell |
-5,288
| Closed | -$1.56M | – | 132 |
|
|
2025
Q1 | $1.56M | Sell |
5,288
-88
| -2% | -$26K | 0.42% | 59 |
|
|
2024
Q4 | $1.56M | Buy |
5,376
+37
| +0.7% | +$10.7K | 0.41% | 54 |
|
|
2024
Q3 | $1.59M | Buy |
5,339
+304
| +6% | +$90.5K | 0.42% | 54 |
|
|
2024
Q2 | $1.3M | Buy |
5,035
+373
| +8% | +$96.3K | 0.38% | 60 |
|
|
2024
Q1 | $1.13M | Buy |
4,662
+196
| +4% | +$47.5K | 0.34% | 66 |
|
|
2023
Q4 | $1.22M | Buy |
4,466
+1,525
| +52% | +$418K | 0.39% | 63 |
|
|
2023
Q3 | $834K | Buy |
2,941
+43
| +1% | +$12.2K | 0.29% | 67 |
|
|
2023
Q2 | $868K | Buy |
2,898
+88
| +3% | +$26.4K | 0.31% | 63 |
|
|
2023
Q1 | $807K | Buy |
2,810
+11
| +0.4% | +$3.16K | 0.3% | 65 |
|
|
2022
Q4 | $863K | Buy |
2,799
+380
| +16% | +$117K | 0.36% | 59 |
|
|
2022
Q3 | $563K | Buy |
2,419
+83
| +4% | +$19.3K | 0.29% | 68 |
|
|
2022
Q2 | $562K | Buy |
2,336
+368
| +19% | +$88.5K | 0.29% | 70 |
|
|
2022
Q1 | $492K | Buy |
1,968
+117
| +6% | +$29.3K | 0.24% | 77 |
|
|
2021
Q4 | $563K | Buy |
+1,851
| New | +$563K | 0.27% | 76 |
|