Perigon 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 | $461K | Buy |
1,636
+223
| +16% | +$62.9K | 0.01% | 689 |
|
|
2025
Q1 | $417K | Buy |
1,413
+13
| +0.9% | +$3.84K | 0.01% | 690 |
|
|
2024
Q4 | $437K | Buy |
1,400
+184
| +15% | +$57.4K | 0.01% | 676 |
|
|
2024
Q3 | $362K | Buy |
1,216
+4
| +0.3% | +$1.19K | 0.01% | 715 |
|
|
2024
Q2 | $313K | Sell |
1,212
-109
| -8% | -$28.1K | 0.01% | 671 |
|
|
2024
Q1 | $320K | Sell |
1,321
-88
| -6% | -$21.3K | 0.01% | 667 |
|
|
2023
Q4 | $386K | Sell |
1,409
-160
| -10% | -$43.8K | 0.01% | 577 |
|
|
2023
Q3 | $445K | Buy |
1,569
+29
| +2% | +$8.22K | 0.02% | 470 |
|
|
2023
Q2 | $461K | Buy |
1,540
+132
| +9% | +$39.5K | 0.02% | 478 |
|
|
2023
Q1 | $404K | Buy |
1,408
+71
| +5% | +$20.4K | 0.02% | 443 |
|
|
2022
Q4 | $412K | Buy |
+1,337
| New | +$412K | 0.03% | 430 |
|
|
2021
Q1 | – | Sell |
-123
| Closed | -$34K | – | 508 |
|
|
2020
Q4 | $34K | Buy |
+123
| New | +$34K | ﹤0.01% | 856 |
|
|
2020
Q1 | – | Sell |
-1,290
| Closed | -$291K | – | 318 |
|
|
2019
Q4 | $291K | Buy |
1,290
+84
| +7% | +$18.9K | 0.06% | 200 |
|
|
2019
Q3 | $260K | Buy |
1,206
+6
| +0.5% | +$1.29K | 0.06% | 188 |
|
|
2019
Q2 | $272K | Hold |
1,200
| – | – | 0.06% | 187 |
|
|
2019
Q1 | $241K | Buy |
+1,200
| New | +$241K | 0.06% | 191 |
|
|
2018
Q4 | – | Sell |
-1,200
| Closed | -$202K | – | 229 |
|
|
2018
Q3 | $202K | Buy |
+1,200
| New | +$202K | 0.05% | 235 |
|
|
2018
Q2 | – | Sell |
-1,200
| Closed | -$192K | – | 254 |
|
|
2018
Q1 | $192K | Sell |
1,200
-900
| -43% | -$144K | 0.07% | 168 |
|
|
2017
Q4 | $347K | Hold |
2,100
| – | – | 0.13% | 95 |
|
|
2017
Q3 | $318K | Hold |
2,100
| – | – | 0.1% | 147 |
|
|
2017
Q2 | $302K | Hold |
2,100
| – | – | 0.07% | 213 |
|
|
2017
Q1 | $286K | Hold |
2,100
| – | – | 0.06% | 224 |
|
|
2016
Q4 | $293K | Sell |
2,100
-170
| -7% | -$23.7K | 0.06% | 215 |
|
|
2016
Q3 | $316K | Buy |
+2,270
| New | +$316K | 0.08% | 176 |
|
|
2016
Q2 | – | Sell |
-2,270
| Closed | -$303K | – | 443 |
|
|
2016
Q1 | $303K | Hold |
2,270
| – | – | 0.09% | 128 |
|
|
2015
Q4 | $273K | Hold |
2,270
| – | – | 0.08% | 180 |
|
|
2015
Q3 | $268K | Hold |
2,270
| – | – | 0.08% | 182 |
|
|
2015
Q2 | $287K | Hold |
2,270
| – | – | 0.08% | 186 |
|
|
2015
Q1 | $318K | Hold |
2,270
| – | – | 0.09% | 179 |
|
|
2014
Q4 | $303K | Hold |
2,270
| – | – | 0.09% | 167 |
|
|
2014
Q3 | $273K | Hold |
2,270
| – | – | 0.08% | 169 |
|
|
2014
Q2 | $270K | Hold |
2,270
| – | – | 0.08% | 165 |
|
|
2014
Q1 | $250K | Hold |
2,270
| – | – | 0.14% | 115 |
|
|
2013
Q4 | $234K | Buy |
+2,270
| New | +$234K | 0.13% | 120 |
|