MWPCG
Measured Wealth Private Client Group’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Hold |
737
| – | – | 0.06% | 172 |
|
|
2025
Q1 | $217K | Sell |
737
-26
| -3% | -$7.67K | 0.07% | 161 |
|
|
2024
Q4 | $221K | Sell |
763
-5
| -0.7% | -$1.45K | 0.07% | 166 |
|
|
2024
Q3 | $229K | Buy |
+768
| New | +$229K | 0.08% | 161 |
|
|
2024
Q1 | – | Sell |
-741
| Closed | -$203K | – | 186 |
|
|
2023
Q4 | $203K | Hold |
741
| – | – | 0.07% | 172 |
|
|
2023
Q3 | $210K | Sell |
741
-160
| -18% | -$45.3K | 0.08% | 160 |
|
|
2023
Q2 | $270K | Buy |
901
+14
| +2% | +$4.19K | 0.1% | 148 |
|
|
2023
Q1 | $255K | Hold |
887
| – | – | 0.1% | 147 |
|
|
2022
Q4 | $273K | Sell |
887
-40
| -4% | -$12.3K | 0.11% | 129 |
|
|
2022
Q3 | $216K | Hold |
927
| – | – | 0.1% | 135 |
|
|
2022
Q2 | $223K | Buy |
+927
| New | +$223K | 0.1% | 149 |
|
|
2022
Q1 | – | Sell |
-724
| Closed | -$220K | – | 173 |
|
|
2021
Q4 | $220K | Buy |
+724
| New | +$220K | 0.08% | 151 |
|
|
2021
Q3 | – | Sell |
-733
| Closed | -$211K | – | 156 |
|
|
2021
Q2 | $211K | Buy |
733
+9
| +1% | +$2.59K | 0.07% | 164 |
|
|
2021
Q1 | $204K | Buy |
+724
| New | +$204K | 0.07% | 153 |
|
|
2020
Q4 | – | Sell |
-724
| Closed | -$216K | – | 133 |
|
|
2020
Q3 | $216K | Buy |
+724
| New | +$216K | 0.1% | 121 |
|
|
2018
Q4 | – | Sell |
-40
| Closed | -$7K | – | 140 |
|
|
2018
Q3 | $7K | Buy |
+40
| New | +$7K | ﹤0.01% | 655 |
|