Waldron Private Wealth’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Sell |
1,173
-120
| -9% | -$33.8K | 0.01% | 241 |
|
|
2025
Q1 | $381K | Sell |
1,293
-206
| -14% | -$60.8K | 0.02% | 214 |
|
|
2024
Q4 | $435K | Buy |
1,499
+149
| +11% | +$43.2K | 0.02% | 264 |
|
|
2024
Q3 | $402K | Buy |
1,350
+55
| +4% | +$16.4K | 0.02% | 284 |
|
|
2024
Q2 | $334K | Sell |
1,295
-101
| -7% | -$26.1K | 0.02% | 293 |
|
|
2024
Q1 | $338K | Sell |
1,396
-146
| -9% | -$35.4K | 0.02% | 294 |
|
|
2023
Q4 | $422K | Sell |
1,542
-40
| -3% | -$11K | 0.02% | 254 |
|
|
2023
Q3 | $448K | Sell |
1,582
-12
| -0.8% | -$3.4K | 0.02% | 247 |
|
|
2023
Q2 | $477K | Sell |
1,594
-159
| -9% | -$47.6K | 0.02% | 237 |
|
|
2023
Q1 | $503K | Buy |
1,753
+289
| +20% | +$83K | 0.02% | 248 |
|
|
2022
Q4 | $340K | Hold |
1,464
| – | – | 0.02% | 288 |
|
|
2022
Q3 | $340K | Buy |
1,464
+197
| +16% | +$45.8K | 0.02% | 288 |
|
|
2022
Q2 | $304K | Buy |
1,267
+51
| +4% | +$12.2K | 0.02% | 299 |
|
|
2022
Q1 | $303K | Sell |
1,216
-139
| -10% | -$34.6K | 0.02% | 311 |
|
|
2021
Q4 | $412K | Buy |
1,355
+99
| +8% | +$30.1K | 0.02% | 272 |
|
|
2021
Q3 | $321K | Buy |
1,256
+204
| +19% | +$52.1K | 0.02% | 276 |
|
|
2021
Q2 | $302K | Buy |
1,052
+98
| +10% | +$28.1K | 0.02% | 271 |
|
|
2021
Q1 | $268K | Sell |
954
-115
| -11% | -$32.3K | 0.02% | 254 |
|
|
2020
Q4 | $292K | Sell |
1,069
-19
| -2% | -$5.19K | 0.02% | 231 |
|
|
2020
Q3 | $324K | Buy |
1,088
+97
| +10% | +$28.9K | 0.03% | 205 |
|
|
2020
Q2 | $239K | Buy |
+991
| New | +$239K | 0.02% | 221 |
|
|
2020
Q1 | – | Sell |
-932
| Closed | -$219K | – | 243 |
|
|
2019
Q4 | $219K | Buy |
932
+25
| +3% | +$5.87K | 0.02% | 246 |
|
|
2019
Q3 | $201K | Sell |
907
-510
| -36% | -$113K | 0.02% | 242 |
|
|
2019
Q2 | $320K | Sell |
1,417
-152
| -10% | -$34.3K | 0.03% | 173 |
|
|
2019
Q1 | $299K | Sell |
1,569
-29
| -2% | -$5.53K | 0.03% | 195 |
|
|
2018
Q4 | $255K | Buy |
1,598
+230
| +17% | +$36.7K | 0.04% | 177 |
|
|
2018
Q3 | $228K | Buy |
1,368
+56
| +4% | +$9.33K | 0.04% | 167 |
|
|
2018
Q2 | $204K | Hold |
1,312
| – | – | 0.04% | 164 |
|
|
2018
Q1 | $208K | Hold |
1,312
| – | – | 0.05% | 158 |
|
|
2017
Q4 | $215K | Sell |
1,312
-200
| -13% | -$32.8K | 0.05% | 152 |
|
|
2017
Q3 | $228K | Buy |
+1,512
| New | +$228K | 0.06% | 134 |
|
|
2017
Q2 | – | Sell |
-1,951
| Closed | -$263K | – | 144 |
|
|
2017
Q1 | $263K | Buy |
+1,951
| New | +$263K | 0.07% | 179 |
|