Phillips Wealth Planners’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 | $322K | Sell |
1,103
-4
| -0.4% | -$1.17K | 0.29% | 120 |
|
|
2025
Q1 | $298K | Buy |
1,107
+33
| +3% | +$8.88K | 0.31% | 109 |
|
|
2024
Q4 | $315K | Buy |
1,074
+3
| +0.3% | +$879 | 0.31% | 110 |
|
|
2024
Q3 | $350K | Sell |
1,071
-6
| -0.6% | -$1.96K | 0.34% | 107 |
|
|
2024
Q2 | $275K | Buy |
1,077
+21
| +2% | +$5.37K | 0.29% | 132 |
|
|
2024
Q1 | $241K | Buy |
1,056
+125
| +13% | +$28.5K | 0.28% | 144 |
|
|
2023
Q4 | $242K | Sell |
931
-49
| -5% | -$12.7K | 0.29% | 131 |
|
|
2023
Q3 | $275K | Sell |
980
-38
| -4% | -$10.7K | 0.37% | 107 |
|
|
2023
Q2 | $305K | Buy |
1,018
+53
| +5% | +$15.9K | 0.4% | 93 |
|
|
2023
Q1 | $286K | Buy |
+965
| New | +$286K | 0.38% | 99 |
|