Wealth Architects’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $455K | Buy |
1,568
+30
| +2% | +$8.27K | 0.04% | 149 |
|
|
2025
Q4 | $380K | Sell |
1,538
-24
| -2% | -$6.08K | 0.03% | 157 |
|
|
2025
Q3 | $426K | Sell |
1,562
-6
| -0.4% | -$1.74K | 0.04% | 147 |
|
|
2025
Q2 | $442K | Buy |
1,568
+5
| +0.3% | +$1.37K | 0.04% | 144 |
|
|
2025
Q1 | $461K | Sell |
1,563
-96
| -6% | -$29.6K | 0.05% | 144 |
|
|
2024
Q4 | $481K | Buy |
1,659
+25
| +2% | +$7.85K | 0.05% | 125 |
|
|
2024
Q3 | $487K | Sell |
1,634
-107
| -6% | -$29.3K | 0.06% | 125 |
|
|
2024
Q2 | $449K | Sell |
1,741
-15
| -0.9% | -$3.81K | 0.05% | 129 |
|
|
2024
Q1 | $425K | Sell |
1,756
-51
| -3% | -$12.5K | 0.06% | 130 |
|
|
2023
Q4 | $495K | Sell |
1,807
-21
| -1% | -$5.77K | 0.07% | 111 |
|
|
2023
Q3 | $518K | Hold |
1,828
| – | – | 0.09% | 106 |
|
|
2023
Q2 | $548K | Buy |
1,828
+189
| +12% | +$53.8K | 0.09% | 100 |
|
|
2023
Q1 | $471K | Buy |
1,639
+11
| +0.7% | +$3.21K | 0.08% | 109 |
|
|
2022
Q4 | $502K | Sell |
1,628
-4
| -0.2% | -$1.13K | 0.09% | 98 |
|
|
2022
Q3 | $380K | Buy |
1,632
+129
| +9% | +$31.9K | 0.08% | 111 |
|
|
2022
Q2 | $361K | Buy |
1,503
+26
| +2% | +$6.32K | 0.07% | 124 |
|
|
2022
Q1 | $369K | Buy |
1,477
+54
| +4% | +$13.9K | 0.06% | 136 |
|
|
2021
Q4 | $433K | Sell |
1,423
-66
| -4% | -$19.4K | 0.08% | 122 |
|
|
2021
Q3 | $381K | Buy |
1,489
+12
| +0.8% | +$3.32K | 0.07% | 121 |
|
|
2021
Q2 | $425K | Sell |
1,477
-5
| -0.3% | -$1.47K | 0.08% | 106 |
|
|
2021
Q1 | $417K | Buy |
1,482
+1
| +0.1% | +$272 | 0.09% | 97 |
|
|
2020
Q4 | $405K | Sell |
1,481
-11
| -0.7% | -$3.1K | 0.09% | 96 |
|
|
2020
Q3 | $444K | Sell |
1,492
-3
| -0.2% | -$863 | 0.12% | 78 |
|
|
2020
Q2 | $361K | Buy |
1,495
+150
| +11% | +$34.2K | 0.1% | 91 |
|
|
2020
Q1 | $268K | Sell |
1,345
-98
| -7% | -$22.3K | 0.09% | 100 |
|
|
2019
Q4 | $339K | Sell |
1,443
-4
| -0.3% | -$903 | 0.09% | 89 |
|
|
2019
Q3 | $321K | Sell |
1,447
-26
| -2% | -$5.85K | 0.1% | 92 |
|
|
2019
Q2 | $333K | Sell |
1,473
-158
| -10% | -$32.7K | 0.1% | 87 |
|
|
2019
Q1 | $311K | Sell |
1,631
-148
| -8% | -$25.5K | 0.1% | 88 |
|
|
2018
Q4 | $285K | Buy |
1,779
+9
| +0.5% | +$1.43K | 0.1% | 89 |
|
|
2018
Q3 | $296K | Sell |
1,770
-61
| -3% | -$9.93K | 0.09% | 98 |
|
|
2018
Q2 | $285K | Hold |
1,831
| – | – | 0.09% | 93 |
|
|
2018
Q1 | $291K | Hold |
1,831
| – | – | 0.1% | 90 |
|
|
2017
Q4 | $300K | Sell |
1,831
-165
| -8% | -$26.3K | 0.1% | 96 |
|
|
2017
Q3 | $302K | Buy |
1,996
+45
| +2% | +$6.59K | 0.11% | 96 |
|
|
2017
Q2 | $279K | Sell |
1,951
-3
| -0.2% | -$426 | 0.1% | 94 |
|
|
2017
Q1 | $264K | Buy |
1,954
+80
| +4% | +$11.3K | 0.1% | 94 |
|
|
2016
Q4 | $270K | Sell |
1,874
-143
| -7% | -$20K | 0.12% | 94 |
|
|
2016
Q3 | $280K | Hold |
2,017
| – | – | 0.13% | 87 |
|
|
2016
Q2 | $265K | Sell |
2,017
-215
| -10% | -$28.6K | 0.13% | 92 |
|
|
2016
Q1 | $297K | Hold |
2,232
| – | – | 0.15% | 86 |
|
|
2015
Q4 | $269K | Hold |
2,232
| – | – | 0.13% | 95 |
|
|
2015
Q3 | $263K | Hold |
2,232
| – | – | 0.14% | 93 |
|
|
2015
Q2 | $283K | Hold |
2,232
| – | – | 0.15% | 92 |
|
|
2015
Q1 | $312K | Hold |
2,232
| – | – | 0.18% | 72 |
|
|
2014
Q4 | $298K | Buy |
+2,232
| New | +$282K | 0.18% | 72 |
|
Other funds holding APD
VCM
VPM
