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SWM
Scissortail Wealth Management’s
Air Products & Chemicals
APD
Stock Holding History
Scissortail Wealth Management’s Portfolio
APD Stock Details
APD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$5.2M
Buy
17,896
+1,618
+10%
+$446K
1.04%
37
2025
Q4
$4.02M
Buy
16,278
+299
+2%
+$75.8K
0.92%
37
2025
Q3
$4.36M
Buy
15,979
+391
+3%
+$113K
0.95%
40
2025
Q2
$4.4M
Buy
15,588
+831
+6%
+$227K
1.06%
36
2025
Q1
$4.35M
Buy
14,757
+84
+0.6%
+$25.9K
1.12%
33
2024
Q4
$4.26M
Buy
14,673
+14,283
+3,662%
+$4.49M
1.09%
31
2024
Q3
$4.41M
Sell
390
-13,876
-97%
-$3.79M
1.07%
35
2024
Q2
$3.68M
Buy
14,266
+404
+3%
+$102K
0.94%
38
2024
Q1
$3.36M
Sell
13,862
-4,067
-23%
-$997K
0.89%
40
2023
Q4
$4.68M
Buy
17,929
+5,235
+41%
+$1.44M
1.48%
20
2023
Q3
$3.54M
Buy
+12,694
New
+$3.72M
2.78%
15
2023
Q2
–
Sell
-11,946
Closed
-$3.43M
–
43
2023
Q1
$3.43M
Buy
+11,946
New
+$3.49M
3.09%
11
2022
Q4
–
Sell
-11,539
Closed
-$2.83M
–
123
2022
Q3
$2.83M
Buy
11,539
+2,748
+31%
+$680K
1.47%
22
2022
Q2
$2.67M
Sell
8,791
-2,265
-20%
-$551K
1.03%
32
2022
Q1
$2.96M
Buy
11,056
+2,265
+26%
+$582K
1.46%
23
2021
Q4
$2.67M
Buy
+8,791
New
+$2.58M
1.03%
32
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1-Year Est. Return
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$1.91T AUM
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$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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