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MWM
Meridian Wealth Management’s
Air Products & Chemicals
APD
Stock Holding History
Meridian Wealth Management’s Portfolio
APD Stock Details
APD Fund Activity
Bought
Maintained
Sold
Shares
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
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
State Farm Mutual Automobile Insurance
Bloomington, Illinois
$127B AUM
32.55%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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