RSWM
Robertson Stephens Wealth Management’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Sell |
1,083
-82
| -7% | -$23.1K | 0.01% | 452 |
|
|
2025
Q1 | $344K | Sell |
1,165
-503
| -30% | -$148K | 0.01% | 421 |
|
|
2024
Q4 | $484K | Buy |
1,668
+334
| +25% | +$96.9K | 0.02% | 361 |
|
|
2024
Q3 | $397K | Buy |
1,334
+301
| +29% | +$89.6K | 0.01% | 459 |
|
|
2024
Q2 | $267K | Sell |
1,033
-544
| -34% | -$140K | 0.01% | 431 |
|
|
2024
Q1 | $385K | Sell |
1,577
-19
| -1% | -$4.64K | 0.02% | 386 |
|
|
2023
Q4 | $440K | Buy |
1,596
+167
| +12% | +$46K | 0.03% | 328 |
|
|
2023
Q3 | $407K | Buy |
1,429
+1
| +0.1% | +$285 | 0.03% | 334 |
|
|
2023
Q2 | $430K | Sell |
1,428
-11
| -0.8% | -$3.31K | 0.03% | 303 |
|
|
2023
Q1 | $416K | Buy |
1,439
+13
| +0.9% | +$3.76K | 0.03% | 316 |
|
|
2022
Q4 | $442K | Sell |
1,426
-9
| -0.6% | -$2.79K | 0.04% | 275 |
|
|
2022
Q3 | $336K | Buy |
1,435
+7
| +0.5% | +$1.64K | 0.04% | 263 |
|
|
2022
Q2 | $345K | Buy |
1,428
+10
| +0.7% | +$2.42K | 0.03% | 283 |
|
|
2022
Q1 | $356K | Buy |
1,418
+23
| +2% | +$5.77K | 0.03% | 287 |
|
|
2021
Q4 | $426K | Buy |
+1,395
| New | +$426K | 0.04% | 275 |
|
|
2021
Q2 | – | Sell |
-876
| Closed | -$247K | – | 334 |
|
|
2021
Q1 | $247K | Buy |
+876
| New | +$247K | 0.04% | 258 |
|