Mitchell & Pahl Private Wealth’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 | $2.73M | Buy |
9,681
+259
| +3% | +$73.1K | 1.21% | 26 |
|
|
2025
Q1 | $2.78M | Sell |
9,422
-62
| -0.7% | -$18.3K | 1.3% | 19 |
|
|
2024
Q4 | $2.75M | Buy |
9,484
+286
| +3% | +$83K | 1.29% | 17 |
|
|
2024
Q3 | $2.74M | Buy |
9,198
+200
| +2% | +$59.6K | 1.28% | 20 |
|
|
2024
Q2 | $2.32M | Sell |
8,998
-12
| -0.1% | -$3.1K | 1.23% | 19 |
|
|
2024
Q1 | $2.18M | Buy |
9,010
+977
| +12% | +$237K | 1.15% | 24 |
|
|
2023
Q4 | $2.2M | Sell |
8,033
-834
| -9% | -$228K | 1.25% | 19 |
|
|
2023
Q3 | $2.51M | Buy |
8,867
+280
| +3% | +$79.4K | 1.49% | 11 |
|
|
2023
Q2 | $2.57M | Buy |
8,587
+33
| +0.4% | +$9.89K | 1.55% | 12 |
|
|
2023
Q1 | $2.46M | Buy |
8,554
+3,577
| +72% | +$1.03M | 1.54% | 12 |
|
|
2022
Q4 | $1.53M | Buy |
4,977
+69
| +1% | +$21.3K | 1.01% | 33 |
|
|
2022
Q3 | $1.14M | Buy |
4,908
+326
| +7% | +$75.9K | 0.84% | 42 |
|
|
2022
Q2 | $1.1M | Buy |
4,582
+409
| +10% | +$98.4K | 0.77% | 45 |
|
|
2022
Q1 | $1.04M | Buy |
4,173
+535
| +15% | +$134K | 0.66% | 53 |
|
|
2021
Q4 | $1.11M | Buy |
3,638
+148
| +4% | +$45K | 0.71% | 46 |
|
|
2021
Q3 | $894K | Buy |
3,490
+74
| +2% | +$19K | 0.64% | 55 |
|
|
2021
Q2 | $983K | Buy |
3,416
+83
| +2% | +$23.9K | 0.7% | 49 |
|
|
2021
Q1 | $938K | Buy |
3,333
+154
| +5% | +$43.3K | 0.73% | 49 |
|
|
2020
Q4 | $869K | Buy |
+3,179
| New | +$869K | 0.73% | 47 |
|