PYA Waltman Capital’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 | $1.17M | Buy |
4,140
+520
| +14% | +$147K | 0.34% | 48 |
|
|
2025
Q1 | $1.07M | Buy |
3,620
+43
| +1% | +$12.7K | 0.34% | 48 |
|
|
2024
Q4 | $1.04M | Buy |
3,577
+67
| +2% | +$19.4K | 0.33% | 49 |
|
|
2024
Q3 | $1.05M | Buy |
3,510
+186
| +6% | +$55.4K | 0.34% | 49 |
|
|
2024
Q2 | $858K | Buy |
3,324
+247
| +8% | +$63.7K | 0.32% | 51 |
|
|
2024
Q1 | $746K | Buy |
3,077
+399
| +15% | +$96.7K | 0.28% | 54 |
|
|
2023
Q4 | $733K | Buy |
2,678
+331
| +14% | +$90.6K | 0.31% | 50 |
|
|
2023
Q3 | $665K | Buy |
2,347
+452
| +24% | +$128K | 0.28% | 49 |
|
|
2023
Q2 | $551K | Buy |
1,895
+515
| +37% | +$150K | 0.24% | 48 |
|
|
2023
Q1 | $396K | Buy |
1,380
+429
| +45% | +$123K | 0.2% | 50 |
|
|
2022
Q4 | $293K | Buy |
951
+155
| +19% | +$47.8K | 0.15% | 49 |
|
|
2022
Q3 | $185K | Buy |
796
+544
| +216% | +$126K | 0.11% | 56 |
|
|
2022
Q2 | $61K | Buy |
+252
| New | +$61K | 0.03% | 100 |
|