Waverly Advisors’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.19M | Buy |
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|
2025
Q1 | $5.1M | Sell |
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|
2024
Q4 | $5.25M | Buy |
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|
2024
Q3 | $1.33M | Sell |
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|
2024
Q2 | $1.28M | Sell |
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|
2024
Q1 | $1.6M | Sell |
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|
2023
Q4 | $1.95M | Buy |
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|
2023
Q3 | $1.85M | Buy |
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|
2023
Q2 | $1.34M | Buy |
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|
2023
Q1 | $1.28M | Sell |
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|
2022
Q4 | $1.41M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $19K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $326K | Buy |
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|
2015
Q3 | $26K | Hold |
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|
2015
Q2 | $28K | Hold |
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|
2015
Q1 | $31K | Hold |
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|
2014
Q4 | $29K | Hold |
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|
2014
Q3 | $26K | Hold |
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|
2014
Q2 | $26K | Hold |
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|
2014
Q1 | $24K | Sell |
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|
2013
Q4 | $294K | Hold |
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|
2013
Q3 | $280K | Hold |
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|
2013
Q2 | $241K | Buy |
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