Morningstar Investment Management’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 | $466K | Buy |
+1,653
| New | +$466K | 0.04% | 121 |
|
|
2025
Q1 | – | Sell |
-3,195
| Closed | -$927K | – | 84 |
|
|
2024
Q4 | $927K | Sell |
3,195
-83
| -3% | -$24.1K | 0.07% | 75 |
|
|
2024
Q3 | $1.05M | Buy |
3,278
+1,380
| +73% | +$442K | 0.1% | 88 |
|
|
2024
Q2 | $490K | Sell |
1,898
-142
| -7% | -$36.7K | 0.05% | 124 |
|
|
2024
Q1 | $494K | Hold |
2,040
| – | – | 0.05% | 125 |
|
|
2023
Q4 | $559K | Hold |
2,040
| – | – | 0.06% | 117 |
|
|
2023
Q3 | $578K | Buy |
2,040
+167
| +9% | +$47.3K | 0.08% | 90 |
|
|
2023
Q2 | $561K | Buy |
1,873
+73
| +4% | +$21.9K | 0.07% | 92 |
|
|
2023
Q1 | $517K | Hold |
1,800
| – | – | 0.08% | 56 |
|
|
2022
Q4 | $555K | Buy |
+1,800
| New | +$555K | 0.09% | 54 |
|