Morton Brown Family 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 | $96.2K | Hold |
341
| – | – | 0.03% | 86 |
|
|
2025
Q1 | $101K | Sell |
341
-2,552
| -88% | -$753K | 0.03% | 82 |
|
|
2024
Q4 | $839K | Hold |
2,893
| – | – | 0.29% | 30 |
|
|
2024
Q3 | $861K | Buy |
2,893
+2,652
| +1,100% | +$790K | 0.31% | 31 |
|
|
2024
Q2 | $64.2K | Sell |
241
-2,652
| -92% | -$707K | 0.03% | 85 |
|
|
2024
Q1 | $701K | Sell |
2,893
-693
| -19% | -$168K | 0.29% | 30 |
|
|
2023
Q4 | $982K | Buy |
3,586
+3,345
| +1,388% | +$916K | 0.43% | 27 |
|
|
2023
Q3 | $68.3K | Buy |
241
+130
| +117% | +$36.8K | 0.03% | 69 |
|
|
2023
Q2 | $33.2K | Hold |
111
| – | – | 0.02% | 91 |
|
|
2023
Q1 | $31.9K | Hold |
111
| – | – | 0.02% | 89 |
|
|
2022
Q4 | $34.2K | Hold |
111
| – | – | 0.02% | 84 |
|
|
2022
Q3 | $26K | Hold |
111
| – | – | 0.02% | 84 |
|
|
2022
Q2 | $27K | Hold |
111
| – | – | 0.02% | 84 |
|
|
2022
Q1 | $28K | Hold |
111
| – | – | 0.02% | 86 |
|
|
2021
Q4 | $34K | Buy |
+111
| New | +$34K | 0.03% | 84 |
|