VWM
APD icon

Valley Wealth Managers’s Air Products & Chemicals APD Stock Holding History

Valley Wealth Managers’s Portfolio APD Stock Details APD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Hold
0
– – – 372
2023
Q2 		– Hold
0
– – – 339
2023
Q1 		– Hold
0
– – – 364
2022
Q4 		– Sell
-8
Closed -$2.25K – 378
2022
Q3 		$2K Hold
8
– – ﹤0.01% 363
2022
Q2 		$2K Buy
+8
New +$1.95K ﹤0.01% 379
2020
Q3 		– Sell
-1,475
Closed -$356K – 157
2020
Q2 		$356K Sell
1,475
-55
-4% -$12.6K 0.04% 138
2020
Q1 		$305K Sell
1,530
-600
-28% -$137K 0.04% 140
2019
Q4 		$501K Sell
2,130
-1,125
-35% -$254K 0.05% 137
2019
Q3 		$722K Buy
+3,255
New +$732K 0.08% 115

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return