Middleton & Co’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 | $829K | Sell |
2,938
-140
| -5% | -$39.5K | 0.09% | 104 |
|
|
2025
Q1 | $908K | Sell |
3,078
-75
| -2% | -$22.1K | 0.11% | 97 |
|
|
2024
Q4 | $914K | Buy |
3,153
+200
| +7% | +$58K | 0.1% | 97 |
|
|
2024
Q3 | $879K | Hold |
2,953
| – | – | 0.1% | 99 |
|
|
2024
Q2 | $762K | Sell |
2,953
-50
| -2% | -$12.9K | 0.09% | 98 |
|
|
2024
Q1 | $728K | Sell |
3,003
-320
| -10% | -$77.5K | 0.08% | 102 |
|
|
2023
Q4 | $910K | Hold |
3,323
| – | – | 0.11% | 92 |
|
|
2023
Q3 | $942K | Sell |
3,323
-50
| -1% | -$14.2K | 0.13% | 89 |
|
|
2023
Q2 | $1.01M | Sell |
3,373
-450
| -12% | -$135K | 0.13% | 90 |
|
|
2023
Q1 | $1.1M | Sell |
3,823
-100
| -3% | -$28.7K | 0.16% | 88 |
|
|
2022
Q4 | $1.21M | Sell |
3,923
-95
| -2% | -$29.3K | 0.18% | 89 |
|
|
2022
Q3 | $935K | Sell |
4,018
-75
| -2% | -$17.5K | 0.14% | 93 |
|
|
2022
Q2 | $984K | Sell |
4,093
-37
| -0.9% | -$8.9K | 0.13% | 99 |
|
|
2022
Q1 | $1.03M | Buy |
4,130
+203
| +5% | +$50.7K | 0.11% | 100 |
|
|
2021
Q4 | $1.2M | Buy |
3,927
+43
| +1% | +$13.1K | 0.12% | 100 |
|
|
2021
Q3 | $995K | Sell |
3,884
-20
| -0.5% | -$5.12K | 0.11% | 100 |
|
|
2021
Q2 | $1.12M | Hold |
3,904
| – | – | 0.12% | 96 |
|
|
2021
Q1 | $1.1M | Buy |
3,904
+75
| +2% | +$21.1K | 0.12% | 95 |
|
|
2020
Q4 | $1.05M | Sell |
3,829
-23
| -0.6% | -$6.28K | 0.12% | 96 |
|
|
2020
Q3 | $1.15M | Sell |
3,852
-43
| -1% | -$12.8K | 0.15% | 90 |
|
|
2020
Q2 | $940K | Sell |
3,895
-420
| -10% | -$101K | 0.14% | 94 |
|
|
2020
Q1 | $861K | Sell |
4,315
-175
| -4% | -$34.9K | 0.15% | 89 |
|
|
2019
Q4 | $1.06M | Hold |
4,490
| – | – | 0.15% | 93 |
|
|
2019
Q3 | $996K | Sell |
4,490
-25
| -0.6% | -$5.55K | 0.15% | 93 |
|
|
2019
Q2 | $1.02M | Sell |
4,515
-164
| -4% | -$37.1K | 0.16% | 94 |
|
|
2019
Q1 | $894K | Hold |
4,679
| – | – | 0.14% | 93 |
|
|
2018
Q4 | $749K | Sell |
4,679
-230
| -5% | -$36.8K | 0.14% | 95 |
|
|
2018
Q3 | $820K | Sell |
4,909
-500
| -9% | -$83.5K | 0.13% | 104 |
|
|
2018
Q2 | $842K | Sell |
5,409
-45
| -0.8% | -$7.01K | 0.14% | 106 |
|
|
2018
Q1 | $867K | Sell |
5,454
-1,003
| -16% | -$159K | 0.16% | 105 |
|
|
2017
Q4 | $1.06M | Sell |
6,457
-70
| -1% | -$11.5K | 0.18% | 100 |
|
|
2017
Q3 | $987K | Hold |
6,527
| – | – | 0.18% | 105 |
|
|
2017
Q2 | $934K | Hold |
6,527
| – | – | 0.2% | 80 |
|
|
2017
Q1 | $883K | Sell |
6,527
-15
| -0.2% | -$2.03K | 0.19% | 87 |
|
|
2016
Q4 | $941K | Sell |
6,542
-490
| -7% | -$70.5K | 0.21% | 89 |
|
|
2016
Q3 | $978K | Sell |
7,032
-11
| -0.2% | -$1.53K | 0.22% | 88 |
|
|
2016
Q2 | $925K | Sell |
7,043
-5
| -0.1% | -$657 | 0.21% | 87 |
|
|
2016
Q1 | $939K | Sell |
7,048
-170
| -2% | -$22.6K | 0.22% | 82 |
|
|
2015
Q4 | $869K | Hold |
7,218
| – | – | 0.19% | 83 |
|
|
2015
Q3 | $852K | Sell |
7,218
-151
| -2% | -$17.8K | 0.2% | 87 |
|
|
2015
Q2 | $933K | Hold |
7,369
| – | – | 0.2% | 88 |
|
|
2015
Q1 | $1.03M | Sell |
7,369
-162
| -2% | -$22.7K | 0.23% | 86 |
|
|
2014
Q4 | $1.01M | Sell |
7,531
-281
| -4% | -$37.5K | 0.22% | 88 |
|
|
2014
Q3 | $941K | Buy |
7,812
+184
| +2% | +$22.2K | 0.22% | 87 |
|
|
2014
Q2 | $908K | Buy |
7,628
+844
| +12% | +$100K | 0.21% | 90 |
|
|
2014
Q1 | $747K | Sell |
6,784
-995
| -13% | -$110K | 0.17% | 100 |
|
|
2013
Q4 | $804K | Buy |
7,779
+1,408
| +22% | +$146K | 0.21% | 82 |
|
|
2013
Q3 | $628K | Sell |
6,371
-827
| -11% | -$81.5K | 0.17% | 95 |
|
|
2013
Q2 | $610K | Buy |
+7,198
| New | +$610K | 0.18% | 93 |
|