Tortoise Investment Management’s Air Products & Chemicals APD Stock Holding History

Tortoise Investment Management’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	$133K	Sell	471 -76	-14%	-$21.4K	0.01%	262
2025 Q1	$161K	Sell	547 -46	-8%	-$13.6K	0.02%	233
2024 Q4	$172K	Hold	593	–	–	0.02%	239
2024 Q3	$176K	Hold	593	–	–	0.02%	241
2024 Q2	$153K	Buy	593 +76	+15%	+$19.6K	0.02%	252
2024 Q1	$125K	Sell	517 -37	-7%	-$8.96K	0.02%	267
2023 Q4	$152K	Sell	554 -1	-0.2%	-$274	0.02%	236
2023 Q3	$157K	Buy	555 +1	+0.2%	+$283	0.02%	222
2023 Q2	$166K	Hold	554	–	–	0.02%	215
2023 Q1	$159K	Hold	554	–	–	0.03%	209
2022 Q4	$171K	Sell	554 -48	-8%	-$14.8K	0.03%	199
2022 Q3	$140K	Hold	602	–	–	0.03%	207
2022 Q2	$145K	Hold	602	–	–	0.03%	196
2022 Q1	$150K	Buy	602 +250	+71%	+$62.3K	0.03%	201
2021 Q4	$107K	Buy	352 +29	+9%	+$8.82K	0.02%	212
2021 Q3	$83K	Buy	323 +30	+10%	+$7.71K	0.02%	216
2021 Q2	$84K	Sell	293 -237	-45%	-$67.9K	0.02%	211
2021 Q1	$149K	Hold	530	–	–	0.03%	171
2020 Q4	$145K	Buy	530 +32	+6%	+$8.76K	0.03%	165
2020 Q3	$148K	Hold	498	–	–	0.04%	155
2020 Q2	$120K	Hold	498	–	–	0.03%	169
2020 Q1	$99K	Hold	498	–	–	0.03%	175
2019 Q4	$117K	Hold	498	–	–	0.03%	179
2019 Q3	$110K	Hold	498	–	–	0.03%	177
2019 Q2	$113K	Hold	498	–	–	0.03%	184
2019 Q1	$95K	Hold	498	–	–	0.02%	192
2018 Q4	$80K	Hold	498	–	–	0.02%	194
2018 Q3	$83K	Hold	498	–	–	0.02%	199
2018 Q2	$78K	Hold	498	–	–	0.02%	204
2018 Q1	$79K	Sell	498 -300	-38%	-$47.6K	0.02%	199
2017 Q4	$131K	Hold	798	–	–	0.04%	162
2017 Q3	$121K	Buy	798 +775	+3,370%	+$118K	0.04%	158
2017 Q2	$3K	Buy	+23	New	+$3K	﹤0.01%	429
2017 Q1	–	Sell	-18	Closed	-$3K	–	478
2016 Q4	$3K	Buy	+18	New	+$3K	﹤0.01%	424
2016 Q3	–	Sell	-61	Closed	-$8K	–	440
2016 Q2	$8K	Buy	+61	New	+$8K	﹤0.01%	329
2015 Q1	–	Sell	-108	Closed	-$14K	–	418
2014 Q4	$14K	Hold	108	–	–	0.01%	296
2014 Q3	$13K	Hold	108	–	–	0.01%	281
2014 Q2	$13K	Hold	108	–	–	0.01%	296
2014 Q1	$12K	Buy	+108	New	+$12K	0.01%	253