OHWA
Oak Hill Wealth Advisors’s Air Products & Chemicals APD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $530K | Sell |
1,814
-50
| -3% | -$14.6K | 0.11% | 94 |
|
2025
Q1 | $550K | Sell |
1,864
-50
| -3% | -$14.7K | 0.13% | 83 |
|
2024
Q4 | $555K | Buy |
+1,914
| New | +$555K | 0.13% | 79 |
|
2024
Q3 | – | Sell |
-2,164
| Closed | -$558K | – | 13 |
|
2024
Q2 | $558K | Buy |
+2,164
| New | +$558K | 0.17% | 59 |
|
2024
Q1 | – | Sell |
-2,292
| Closed | -$628K | – | 13 |
|
2023
Q4 | $628K | Hold |
2,292
| – | – | 0.22% | 49 |
|
2023
Q3 | $650K | Buy |
2,292
+28
| +1% | +$7.94K | 0.25% | 49 |
|
2023
Q2 | $678K | Sell |
2,264
-100
| -4% | -$30K | 0.25% | 50 |
|
2023
Q1 | $679K | Hold |
2,364
| – | – | 0.27% | 53 |
|
2022
Q4 | $729K | Buy |
+2,364
| New | +$729K | 0.3% | 51 |
|