Moller Wealth Partners’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
Q4 | – | Sell |
-897
| Closed | -$267K | – | 65 |
|
|
2024
Q3 | $267K | Hold |
897
| – | – | 0.07% | 58 |
|
|
2024
Q2 | $231K | Sell |
897
-829
| -48% | -$210K | 0.06% | 59 |
|
|
2024
Q1 | $418K | Sell |
1,726
-274
| -14% | -$67.1K | 0.11% | 39 |
|
|
2023
Q4 | $548K | Hold |
2,000
| – | – | 0.15% | 37 |
|
|
2023
Q3 | $567K | Hold |
2,000
| – | – | 0.18% | 35 |
|
|
2023
Q2 | $599K | Hold |
2,000
| – | – | 0.18% | 36 |
|
|
2023
Q1 | $574K | Hold |
2,000
| – | – | 0.18% | 35 |
|
|
2022
Q4 | $617K | Hold |
2,000
| – | – | 0.2% | 35 |
|
|
2022
Q3 | $465K | Hold |
2,000
| – | – | 0.17% | 37 |
|
|
2022
Q2 | $481K | Hold |
2,000
| – | – | 0.16% | 37 |
|
|
2022
Q1 | $500K | Hold |
2,000
| – | – | 0.16% | 36 |
|
|
2021
Q4 | $609K | Hold |
2,000
| – | – | 0.19% | 36 |
|
|
2021
Q3 | $512K | Hold |
2,000
| – | – | 0.17% | 35 |
|
|
2021
Q2 | $575K | Hold |
2,000
| – | – | 0.19% | 35 |
|
|
2021
Q1 | $563K | Hold |
2,000
| – | – | 0.2% | 35 |
|
|
2020
Q4 | $546K | Hold |
2,000
| – | – | 0.23% | 36 |
|
|
2020
Q3 | $596K | Hold |
2,000
| – | – | 0.27% | 32 |
|
|
2020
Q2 | $483K | Hold |
2,000
| – | – | 0.21% | 34 |
|
|
2020
Q1 | $399K | Hold |
2,000
| – | – | 0.21% | 36 |
|
|
2019
Q4 | $470K | Hold |
2,000
| – | – | 0.21% | 37 |
|
|
2019
Q3 | $444K | Hold |
2,000
| – | – | 0.21% | 36 |
|
|
2019
Q2 | $453K | Hold |
2,000
| – | – | 0.23% | 37 |
|
|
2019
Q1 | $382K | Hold |
2,000
| – | – | 0.17% | 41 |
|
|
2018
Q4 | $310K | Hold |
2,000
| – | – | 0.2% | 50 |
|
|
2018
Q3 | $334K | Hold |
2,000
| – | – | 0.15% | 34 |
|
|
2018
Q2 | $311K | Hold |
2,000
| – | – | 0.12% | 35 |
|
|
2018
Q1 | $318K | Hold |
2,000
| – | – | 0.14% | 34 |
|
|
2017
Q4 | $328K | Hold |
2,000
| – | – | 0.12% | 37 |
|
|
2017
Q3 | $302K | Hold |
2,000
| – | – | 0.12% | 37 |
|
|
2017
Q2 | $286K | Hold |
2,000
| – | – | 0.12% | 37 |
|
|
2017
Q1 | $271K | Hold |
2,000
| – | – | 0.12% | 39 |
|
|
2016
Q4 | $288K | Sell |
2,000
-162
| -7% | -$22.7K | 0.14% | 36 |
|
|
2016
Q3 | $301K | Hold |
2,162
| – | – | 0.14% | 38 |
|
|
2016
Q2 | $284K | Hold |
2,162
| – | – | 0.14% | 36 |
|
|
2016
Q1 | $288K | Hold |
2,162
| – | – | 0.17% | 31 |
|
|
2015
Q4 | $260K | Hold |
2,162
| – | – | 0.14% | 35 |
|
|
2015
Q3 | $255K | Hold |
2,162
| – | – | 0.24% | 31 |
|
|
2015
Q2 | $274K | Hold |
2,162
| – | – | 0.12% | 37 |
|
|
2015
Q1 | $303K | Hold |
2,162
| – | – | 0.14% | 37 |
|
|
2014
Q4 | $288K | Hold |
2,162
| – | – | 0.14% | 37 |
|
|
2014
Q3 | $260K | Hold |
2,162
| – | – | 0.12% | 45 |
|
|
2014
Q2 | $257K | Hold |
2,162
| – | – | 0.12% | 46 |
|
|
2014
Q1 | $238K | Hold |
2,162
| – | – | 0.12% | 46 |
|
|
2013
Q4 | $224K | Hold |
2,162
| – | – | 0.12% | 42 |
|
|
2013
Q3 | $213K | Buy |
+2,162
| New | +$205K | 0.13% | 41 |
|
Other funds holding APD
MRL
Moller Wealth Partners's APD Position: Q4 2024 in Review
Moller Wealth Partners sold out of Air Products & Chemicals (APD) in Q4 2024, closing a stake of 897 shares — an estimated $267K sold.
Moller Wealth Partners first reported a position in APD in Q3 2013 and held it in 45 quarters. The position peaked at $617K in Q4 2022. 1,801 funds tracked by Wall St. Rank hold APD as of Q4 2024.
- Moller Wealth Partners reported no remaining Air Products & Chemicals position as of Q4 2024 after selling out during the quarter.
- Moller Wealth Partners sold 897 Air Products & Chemicals shares in Q4 2024, an estimated $267K.
- Moller Wealth Partners first reported a position in Air Products & Chemicals in Q3 2013 and held it in 45 quarters.
- Moller Wealth Partners's Air Products & Chemicals position peaked at $617K in Q4 2022.
- 1,801 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2024.
Based on Moller Wealth Partners's 13F filing for Q4 2024, filed 7 Jan 2025.