Rothschild Investment LLC’s Air Products & Chemicals APD Stock Holding History

Rothschild Investment LLC’s Portfolio APD Stock Details APD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$140K	Sell	498 -22	-4%	-$6.21K	0.01%	576
2025 Q1	$153K	Sell	520 -23	-4%	-$6.78K	0.01%	545
2024 Q4	$157K	Buy	543 +14	+3%	+$4.06K	0.01%	555
2024 Q3	$158K	Sell	529 -81	-13%	-$24.1K	0.01%	564
2024 Q2	$157K	Buy	610 +239	+64%	+$61.7K	0.01%	541
2024 Q1	$89.9K	Buy	371 +104	+39%	+$25.2K	0.01%	615
2023 Q4	$73.1K	Buy	+267	New	+$73.1K	0.01%	595
2021 Q3	–	Sell	-2,063	Closed	-$593K	–	485
2021 Q2	$593K	Buy	2,063 +39	+2%	+$11.2K	0.05%	295
2021 Q1	$569K	Buy	2,024 +24	+1%	+$6.75K	0.05%	290
2020 Q4	$546K	Hold	2,000	–	–	0.05%	273
2020 Q3	$596K	Hold	2,000	–	–	0.06%	239
2020 Q2	$483K	Hold	2,000	–	–	0.06%	253
2020 Q1	$399K	Hold	2,000	–	–	0.05%	268
2019 Q4	$470K	Hold	2,000	–	–	0.05%	298
2019 Q3	$444K	Hold	2,000	–	–	0.05%	263
2019 Q2	$453K	Hold	2,000	–	–	0.05%	267
2019 Q1	$382K	Sell	2,000 -30	-1%	-$5.73K	0.04%	278
2018 Q4	$325K	Buy	2,030 +30	+2%	+$4.8K	0.04%	277
2018 Q3	$334K	Hold	2,000	–	–	0.04%	285
2018 Q2	$311K	Hold	2,000	–	–	0.04%	291
2018 Q1	$318K	Hold	2,000	–	–	0.04%	287
2017 Q4	$328K	Hold	2,000	–	–	0.04%	319
2017 Q3	$302K	Hold	2,000	–	–	0.03%	338
2017 Q2	$286K	Sell	2,000 -83	-4%	-$11.9K	0.03%	367
2017 Q1	$282K	Sell	2,083 -60	-3%	-$8.12K	0.03%	362
2016 Q4	$308K	Sell	2,143 -127	-6%	-$18.3K	0.04%	335
2016 Q3	$316K	Hold	2,270	–	–	0.04%	337
2016 Q2	$298K	Buy	2,270 +108	+5%	+$14.2K	0.04%	352
2016 Q1	$288K	Hold	2,162	–	–	0.04%	350
2015 Q4	$260K	Hold	2,162	–	–	0.03%	382
2015 Q3	$255K	Hold	2,162	–	–	0.03%	388
2015 Q2	$274K	Hold	2,162	–	–	0.03%	402
2015 Q1	$303K	Hold	2,162	–	–	0.04%	381
2014 Q4	$288K	Hold	2,162	–	–	0.03%	385
2014 Q3	$260K	Hold	2,162	–	–	0.03%	402
2014 Q2	$257K	Hold	2,162	–	–	0.03%	357
2014 Q1	$238K	Hold	2,162	–	–	0.03%	361
2013 Q4	$224K	Hold	2,162	–	–	0.03%	366
2013 Q3	$213K	Buy	+2,162	New	+$213K	0.03%	352