Precedent Wealth Partners’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 | $1.32M | Buy |
4,668
+851
| +22% | +$240K | 0.32% | 91 |
|
|
2025
Q1 | $1.13M | Buy |
3,817
+785
| +26% | +$232K | 0.31% | 86 |
|
|
2024
Q4 | $879K | Buy |
3,032
+159
| +6% | +$46.1K | 0.29% | 91 |
|
|
2024
Q3 | $855K | Buy |
2,873
+522
| +22% | +$155K | 0.28% | 92 |
|
|
2024
Q2 | $607K | Buy |
2,351
+470
| +25% | +$121K | 0.24% | 93 |
|
|
2024
Q1 | $456K | Buy |
1,881
+324
| +21% | +$78.5K | 0.2% | 101 |
|
|
2023
Q4 | $426K | Buy |
+1,557
| New | +$426K | 0.22% | 95 |
|