Waverly Advisors’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 | $5.19M | Buy |
18,392
+1,099
| +6% | +$310K | 0.06% | 304 |
|
|
2025
Q1 | $5.1M | Sell |
17,293
-800
| -4% | -$236K | 0.06% | 293 |
|
|
2024
Q4 | $5.25M | Buy |
18,093
+13,620
| +304% | +$3.95M | 0.08% | 212 |
|
|
2024
Q3 | $1.33M | Sell |
4,473
-468
| -9% | -$139K | 0.02% | 400 |
|
|
2024
Q2 | $1.28M | Sell |
4,941
-1,674
| -25% | -$432K | 0.03% | 396 |
|
|
2024
Q1 | $1.6M | Sell |
6,615
-496
| -7% | -$120K | 0.04% | 293 |
|
|
2023
Q4 | $1.95M | Buy |
7,111
+598
| +9% | +$164K | 0.07% | 152 |
|
|
2023
Q3 | $1.85M | Buy |
6,513
+2,037
| +46% | +$577K | 0.08% | 144 |
|
|
2023
Q2 | $1.34M | Buy |
4,476
+6
| +0.1% | +$1.8K | 0.06% | 161 |
|
|
2023
Q1 | $1.28M | Sell |
4,470
-102
| -2% | -$29.3K | 0.07% | 127 |
|
|
2022
Q4 | $1.41M | Buy |
+4,572
| New | +$1.41M | 0.08% | 112 |
|
|
2018
Q1 | – | Sell |
-114
| Closed | -$19K | – | 190 |
|
|
2017
Q4 | $19K | Buy |
+114
| New | +$19K | ﹤0.01% | 291 |
|
|
2016
Q1 | – | Sell |
-2,705
| Closed | -$326K | – | 99 |
|
|
2015
Q4 | $326K | Buy |
2,705
+2,487
| +1,141% | +$300K | 0.14% | 83 |
|
|
2015
Q3 | $26K | Hold |
218
| – | – | 0.02% | 220 |
|
|
2015
Q2 | $28K | Hold |
218
| – | – | 0.02% | 189 |
|
|
2015
Q1 | $31K | Hold |
218
| – | – | 0.02% | 157 |
|
|
2014
Q4 | $29K | Hold |
218
| – | – | 0.01% | 173 |
|
|
2014
Q3 | $26K | Hold |
218
| – | – | 0.01% | 295 |
|
|
2014
Q2 | $26K | Hold |
218
| – | – | 0.01% | 296 |
|
|
2014
Q1 | $24K | Sell |
218
-2,625
| -92% | -$289K | 0.01% | 291 |
|
|
2013
Q4 | $294K | Hold |
2,843
| – | – | 0.1% | 114 |
|
|
2013
Q3 | $280K | Hold |
2,843
| – | – | 0.14% | 74 |
|
|
2013
Q2 | $241K | Buy |
+2,843
| New | +$241K | 0.14% | 79 |
|