Morton Brown Family Wealth’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
2025
Q3
$93K Hold
2025
Q2
$96.2K Hold
2025
Q1
$101K Sell
2024
Q4
$839K Hold
2024
Q3
$861K Buy
2024
Q2
$64.2K Sell
2024
Q1
$701K Sell
2023
Q4
$982K Buy
2023
Q3
$68.3K Buy
2023
Q2
$33.2K Hold
2023
Q1
$31.9K Hold
2022
Q4
$34.2K Hold
2022
Q3
$26K Hold
2022
Q2
$27K Hold
2022
Q1
$28K Hold
2021
Q4
$34K Buy