Peterson Wealth Services’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 | $2.38M | Buy |
8,425
+236
| +3% | +$66.6K | 0.65% | 40 |
|
|
2025
Q1 | $2.42M | Buy |
8,189
+582
| +8% | +$172K | 0.75% | 42 |
|
|
2024
Q4 | $2.21M | Buy |
7,607
+362
| +5% | +$105K | 0.66% | 40 |
|
|
2024
Q3 | $2.16M | Buy |
7,245
+450
| +7% | +$134K | 0.69% | 40 |
|
|
2024
Q2 | $1.75M | Buy |
6,795
+520
| +8% | +$134K | 0.61% | 47 |
|
|
2024
Q1 | $1.52M | Buy |
6,275
+1,641
| +35% | +$398K | 0.55% | 52 |
|
|
2023
Q4 | $1.27M | Buy |
4,634
+442
| +11% | +$121K | 0.54% | 50 |
|
|
2023
Q3 | $1.19M | Buy |
4,192
+143
| +4% | +$40.5K | 0.89% | 37 |
|
|
2023
Q2 | $1.21M | Buy |
4,049
+84
| +2% | +$25.2K | 0.58% | 48 |
|
|
2023
Q1 | $1.14M | Buy |
3,965
+602
| +18% | +$173K | 0.59% | 53 |
|
|
2022
Q4 | $1.04M | Buy |
3,363
+330
| +11% | +$102K | 0.59% | 43 |
|
|
2022
Q3 | $706K | Buy |
3,033
+853
| +39% | +$199K | 0.5% | 53 |
|
|
2022
Q2 | $524K | Buy |
2,180
+370
| +20% | +$88.9K | 0.38% | 55 |
|
|
2022
Q1 | $452K | Buy |
1,810
+466
| +35% | +$116K | 0.28% | 66 |
|
|
2021
Q4 | $409K | Buy |
+1,344
| New | +$409K | 0.27% | 54 |
|