MWM
Mattern Wealth Management’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $797K | Sell |
2,825
-216
| -7% | -$60.9K | 0.17% | 70 |
|
|
2025
Q1 | $897K | Sell |
3,041
-38
| -1% | -$11.2K | 0.2% | 70 |
|
|
2024
Q4 | $893K | Sell |
3,079
-45
| -1% | -$13.1K | 0.2% | 73 |
|
|
2024
Q3 | $930K | Sell |
3,124
-539
| -15% | -$160K | 0.2% | 75 |
|
|
2024
Q2 | $945K | Sell |
3,663
-7,107
| -66% | -$1.83M | 0.23% | 76 |
|
|
2024
Q1 | $2.61M | Sell |
10,770
-278
| -3% | -$67.4K | 0.63% | 46 |
|
|
2023
Q4 | $3.02M | Buy |
11,048
+278
| +3% | +$76.1K | 0.78% | 33 |
|
|
2023
Q3 | $3.05M | Buy |
10,770
+1,021
| +10% | +$289K | 0.89% | 27 |
|
|
2023
Q2 | $2.92M | Buy |
9,749
+479
| +5% | +$143K | 0.85% | 29 |
|
|
2023
Q1 | $2.66M | Sell |
9,270
-320
| -3% | -$91.9K | 0.88% | 30 |
|
|
2022
Q4 | $2.96M | Buy |
9,590
+74
| +0.8% | +$22.8K | 1.2% | 22 |
|
|
2022
Q3 | $2.22M | Buy |
9,516
+69
| +0.7% | +$16.1K | 0.89% | 31 |
|
|
2022
Q2 | $2.27M | Sell |
9,447
-318
| -3% | -$76.5K | 0.89% | 30 |
|
|
2022
Q1 | $2.44M | Buy |
9,765
+1,939
| +25% | +$485K | 0.8% | 37 |
|
|
2021
Q4 | $2.38M | Sell |
7,826
-28
| -0.4% | -$8.52K | 0.7% | 37 |
|
|
2021
Q3 | $2.01M | Sell |
7,854
-185
| -2% | -$47.4K | 0.68% | 42 |
|
|
2021
Q2 | $2.3M | Sell |
8,039
-55
| -0.7% | -$15.7K | 0.73% | 37 |
|
|
2021
Q1 | $2.28M | Sell |
8,094
-316
| -4% | -$88.9K | 0.8% | 36 |
|
|
2020
Q4 | $2.3M | Sell |
8,410
-185
| -2% | -$50.6K | 0.87% | 29 |
|
|
2020
Q3 | $2.56M | Sell |
8,595
-123
| -1% | -$36.6K | 1.1% | 27 |
|
|
2020
Q2 | $2.11M | Buy |
8,718
+527
| +6% | +$127K | 1.02% | 32 |
|
|
2020
Q1 | $1.64M | Buy |
8,191
+1,181
| +17% | +$236K | 1.18% | 26 |
|
|
2019
Q4 | $1.65M | Buy |
+7,010
| New | +$1.65M | 0.99% | 38 |
|