WKWM
Walter & Keenan Wealth Management’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Buy |
1,393
+23
| +2% | +$6.49K | 0.11% | 117 |
|
|
2025
Q1 | $404K | Buy |
1,370
+33
| +2% | +$9.73K | 0.12% | 117 |
|
|
2024
Q4 | $388K | Buy |
1,337
+5
| +0.4% | +$1.45K | 0.12% | 117 |
|
|
2024
Q3 | $397K | Sell |
1,332
-32
| -2% | -$9.53K | 0.12% | 117 |
|
|
2024
Q2 | $352K | Hold |
1,364
| – | – | 0.11% | 115 |
|
|
2024
Q1 | $330K | Hold |
1,364
| – | – | 0.11% | 116 |
|
|
2023
Q4 | $373K | Hold |
1,364
| – | – | 0.13% | 113 |
|
|
2023
Q3 | $387K | Sell |
1,364
-33
| -2% | -$9.35K | 0.15% | 108 |
|
|
2023
Q2 | $418K | Hold |
1,397
| – | – | 0.15% | 107 |
|
|
2023
Q1 | $401K | Buy |
1,397
+57
| +4% | +$16.4K | 0.15% | 108 |
|
|
2022
Q4 | $413K | Hold |
1,340
| – | – | 0.16% | 103 |
|
|
2022
Q3 | $312K | Buy |
1,340
+7
| +0.5% | +$1.63K | 0.13% | 112 |
|
|
2022
Q2 | $321K | Hold |
1,333
| – | – | 0.13% | 115 |
|
|
2022
Q1 | $333K | Hold |
1,333
| – | – | 0.11% | 119 |
|
|
2021
Q4 | $406K | Hold |
1,333
| – | – | 0.13% | 107 |
|
|
2021
Q3 | $341K | Hold |
1,333
| – | – | 0.12% | 114 |
|
|
2021
Q2 | $383K | Hold |
1,333
| – | – | 0.13% | 103 |
|
|
2021
Q1 | $375K | Sell |
1,333
-199
| -13% | -$56K | 0.13% | 106 |
|
|
2020
Q4 | $419K | Hold |
1,532
| – | – | 0.15% | 98 |
|
|
2020
Q3 | $456K | Buy |
1,532
+17
| +1% | +$5.06K | 0.18% | 94 |
|
|
2020
Q2 | $366K | Buy |
+1,515
| New | +$366K | 0.15% | 99 |
|
|
2020
Q1 | – | Sell |
-1,515
| Closed | -$356K | – | 115 |
|
|
2019
Q4 | $356K | Sell |
1,515
-2,299
| -60% | -$540K | 0.14% | 112 |
|
|
2019
Q3 | $846K | Buy |
3,814
+1,499
| +65% | +$333K | 0.32% | 75 |
|
|
2019
Q2 | $524K | Sell |
2,315
-149
| -6% | -$33.7K | 0.23% | 85 |
|
|
2019
Q1 | $471K | Sell |
2,464
-544
| -18% | -$104K | 0.21% | 90 |
|
|
2018
Q4 | $481K | Hold |
3,008
| – | – | 0.22% | 84 |
|
|
2018
Q3 | $502 | Hold |
3,008
| – | – | 0.15% | 94 |
|
|
2018
Q2 | $468K | Hold |
3,008
| – | – | 0.2% | 95 |
|
|
2018
Q1 | $478K | Hold |
3,008
| – | – | 0.21% | 96 |
|
|
2017
Q4 | $494K | Buy |
+3,008
| New | +$494K | 0.21% | 91 |
|