Meridian Wealth Management’s Air Products & Chemicals APD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,092
Closed -$265K 306
2024
Q1
$265K Sell
1,092
-43
-4% -$10.5K 0.04% 176
2023
Q4
$311K Sell
1,135
-1,095
-49% -$301K 0.02% 493
2023
Q3
$632K Buy
2,230
+1,101
+98% +$323K 0.04% 321
2023
Q2
$338K Buy
1,129
+1
+0.1% +$285 0.03% 406
2023
Q1
$324K Sell
1,128
-94
-8% -$27.4K 0.03% 408
2022
Q4
$377K Buy
1,222
+81
+7% +$22.8K 0.04% 362
2022
Q3
$266K Sell
1,141
-130
-10% -$32.2K 0.03% 389
2022
Q2
$306K Buy
1,271
+246
+24% +$59.8K 0.03% 434
2022
Q1
$256K Buy
1,025
+55
+6% +$14.1K 0.03% 338
2021
Q4
$295K Buy
970
+36
+4% +$10.6K 0.03% 321
2021
Q3
$239K Buy
934
+152
+19% +$42K 0.03% 348
2021
Q2
$225K Buy
782
+9
+1% +$2.64K 0.03% 355
2021
Q1
$217K Buy
773
+4
+0.5% +$1.09K 0.03% 333
2020
Q4
$210K Sell
769
-823
-52% -$232K 0.03% 313
2020
Q3
$474K Buy
1,592
+461
+41% +$133K 0.12% 146
2020
Q2
$273K Buy
1,131
+9
+0.8% +$2.06K 0.09% 172
2020
Q1
$223K Buy
+1,122
New +$256K 0.1% 176
2019
Q3
Sell
-191
Closed -$432 215
2019
Q2
$432 Buy
+191
New +$39.5K 0.02% 391
2019
Q1
Sell
-1,600
Closed -$256K 196
2018
Q4
$256K Buy
+1,600
New +$254K 0.15% 130

Other funds holding APD