Mascoma 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 | $52.5K | Hold |
186
| – | – | 0.01% | 184 |
|
|
2025
Q1 | $54.9K | Hold |
186
| – | – | 0.01% | 177 |
|
|
2024
Q4 | $53.9K | Buy |
186
+26
| +16% | +$7.54K | 0.01% | 189 |
|
|
2024
Q3 | $47.6K | Sell |
160
-20
| -11% | -$5.96K | 0.01% | 195 |
|
|
2024
Q2 | $46.4K | Buy |
180
+20
| +13% | +$5.16K | 0.01% | 201 |
|
|
2024
Q1 | $38.8K | Hold |
160
| – | – | 0.01% | 204 |
|
|
2023
Q4 | $43.8K | Sell |
160
-17
| -10% | -$4.66K | 0.01% | 195 |
|
|
2023
Q3 | $50.2K | Hold |
177
| – | – | 0.02% | 194 |
|
|
2023
Q2 | $50.2K | Sell |
177
-25
| -12% | -$7.09K | 0.02% | 192 |
|
|
2023
Q1 | $59.5K | Sell |
202
-80
| -28% | -$23.5K | 0.02% | 218 |
|
|
2022
Q4 | $86.9K | Sell |
282
-70
| -20% | -$21.6K | 0.03% | 176 |
|
|
2022
Q3 | $82K | Hold |
352
| – | – | 0.03% | 179 |
|
|
2022
Q2 | $85K | Sell |
352
-3
| -0.8% | -$724 | 0.03% | 184 |
|
|
2022
Q1 | $89K | Buy |
355
+42
| +13% | +$10.5K | 0.03% | 198 |
|
|
2021
Q4 | $95K | Buy |
313
+53
| +20% | +$16.1K | 0.03% | 170 |
|
|
2021
Q3 | $67K | Buy |
+260
| New | +$67K | 0.03% | 178 |
|
|
2021
Q2 | – | Sell |
-195
| Closed | -$55K | – | 120 |
|
|
2021
Q1 | $55K | Buy |
+195
| New | +$55K | 0.02% | 198 |
|
|
2019
Q3 | – | Sell |
-673
| Closed | -$152K | – | 93 |
|
|
2019
Q2 | $152K | Buy |
673
+2
| +0.3% | +$452 | 0.1% | 91 |
|
|
2019
Q1 | $128K | Buy |
671
+3
| +0.4% | +$572 | 0.09% | 90 |
|
|
2018
Q4 | $107K | Buy |
668
+3
| +0.5% | +$481 | 0.08% | 96 |
|
|
2018
Q3 | $111K | Buy |
665
+98
| +17% | +$16.4K | 0.07% | 113 |
|
|
2018
Q2 | $88K | Buy |
567
+2
| +0.4% | +$310 | 0.06% | 118 |
|
|
2018
Q1 | $90K | Sell |
565
-23
| -4% | -$3.66K | 0.06% | 119 |
|
|
2017
Q4 | $96K | Buy |
588
+2
| +0.3% | +$327 | 0.06% | 111 |
|
|
2017
Q3 | $89K | Buy |
586
+2
| +0.3% | +$304 | 0.06% | 119 |
|
|
2017
Q2 | $84K | Buy |
584
+2
| +0.3% | +$288 | 0.06% | 123 |
|
|
2017
Q1 | $79K | Buy |
582
+2
| +0.3% | +$271 | 0.06% | 116 |
|
|
2016
Q4 | $83K | Buy |
+580
| New | +$83K | 0.06% | 112 |
|