Partnership Wealth 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 | $564K | Hold |
2,000
| – | – | 0.46% | 43 |
|
2025
Q1 | $590K | Hold |
2,000
| – | – | 0.5% | 42 |
|
2024
Q4 | $580K | Hold |
2,000
| – | – | 0.48% | 42 |
|
2024
Q3 | $595K | Hold |
2,000
| – | – | 0.42% | 40 |
|
2024
Q2 | $516K | Hold |
2,000
| – | – | 0.38% | 54 |
|
2024
Q1 | $485K | Hold |
2,000
| – | – | 0.34% | 62 |
|
2023
Q4 | $511K | Buy |
+2,000
| New | +$511K | 0.39% | 56 |
|