WBH Advisory’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 | $521K | Sell |
1,848
-25
| -1% | -$7.05K | 0.04% | 221 |
|
|
2025
Q1 | $552K | Hold |
1,873
| – | – | 0.05% | 197 |
|
|
2024
Q4 | $543K | Sell |
1,873
-33
| -2% | -$9.57K | 0.05% | 204 |
|
|
2024
Q3 | $567K | Sell |
1,906
-49
| -3% | -$14.6K | 0.05% | 202 |
|
|
2024
Q2 | $505K | Sell |
1,955
-117
| -6% | -$30.2K | 0.05% | 208 |
|
|
2024
Q1 | $502K | Buy |
2,072
+142
| +7% | +$34.4K | 0.05% | 213 |
|
|
2023
Q4 | $528K | Buy |
1,930
+1
| +0.1% | +$274 | 0.06% | 205 |
|
|
2023
Q3 | $547K | Sell |
1,929
-107
| -5% | -$30.3K | 0.07% | 196 |
|
|
2023
Q2 | $610K | Sell |
2,036
-133
| -6% | -$39.8K | 0.07% | 183 |
|
|
2023
Q1 | $623K | Buy |
+2,169
| New | +$623K | 0.08% | 189 |
|
|
2022
Q3 | $482K | Buy |
2,069
+125
| +6% | +$29.1K | 0.07% | 195 |
|
|
2022
Q2 | $455K | Sell |
1,944
-74
| -4% | -$17.3K | 0.06% | 207 |
|
|
2022
Q1 | $485K | Buy |
2,018
+150
| +8% | +$36.1K | 0.06% | 212 |
|
|
2021
Q4 | $568K | Sell |
1,868
-48
| -3% | -$14.6K | 0.06% | 210 |
|
|
2021
Q3 | $491K | Hold |
1,916
| – | – | 0.07% | 203 |
|
|
2021
Q2 | $554K | Sell |
1,916
-44
| -2% | -$12.7K | 0.08% | 169 |
|
|
2021
Q1 | $552K | Hold |
1,960
| – | – | 0.09% | 169 |
|
|
2020
Q4 | $562K | Buy |
1,960
+121
| +7% | +$34.7K | 0.1% | 160 |
|
|
2020
Q3 | $548K | Buy |
+1,839
| New | +$548K | 0.11% | 150 |
|
|
2020
Q1 | – | Sell |
-1,500
| Closed | -$352K | – | 217 |
|
|
2019
Q4 | $352K | Hold |
1,500
| – | – | 0.07% | 185 |
|
|
2019
Q3 | $332K | Hold |
1,500
| – | – | 0.07% | 182 |
|
|
2019
Q2 | $339K | Hold |
1,500
| – | – | 0.08% | 181 |
|
|
2019
Q1 | $286K | Hold |
1,500
| – | – | 0.07% | 199 |
|
|
2018
Q4 | $240 | Hold |
1,500
| – | – | 0.06% | 206 |
|
|
2018
Q3 | $250K | Buy |
+1,500
| New | +$250K | 0.06% | 223 |
|
|
2016
Q2 | – | Sell |
-1,513
| Closed | -$201K | – | 201 |
|
|
2016
Q1 | $201K | Buy |
+1,513
| New | +$201K | 0.07% | 191 |
|