Wealth Enhancement Advisory Services’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 | $74.1M | Buy |
253,869
+34,059
| +15% | +$9.94M | 0.12% | 164 |
|
|
2025
Q1 | $64.8M | Sell |
219,810
-148,048
| -40% | -$43.7M | 0.12% | 162 |
|
|
2024
Q4 | $107M | Buy |
367,858
+132,639
| +56% | +$38.5M | 0.2% | 99 |
|
|
2024
Q3 | $70M | Buy |
235,219
+4,499
| +2% | +$1.34M | 0.15% | 135 |
|
|
2024
Q2 | $59.5M | Buy |
230,720
+8,323
| +4% | +$2.15M | 0.14% | 148 |
|
|
2024
Q1 | $53.9M | Buy |
222,397
+13,946
| +7% | +$3.38M | 0.14% | 150 |
|
|
2023
Q4 | $57.1M | Sell |
208,451
-17,612
| -8% | -$4.82M | 0.17% | 133 |
|
|
2023
Q3 | $64.1M | Buy |
226,063
+206,807
| +1,074% | +$58.6M | 0.21% | 105 |
|
|
2023
Q2 | $5.77M | Buy |
19,256
+15,815
| +460% | +$4.74M | 0.06% | 117 |
|
|
2023
Q1 | $988K | Buy |
+3,441
| New | +$988K | 0.01% | 306 |
|
|
2020
Q1 | – | Sell |
-13,479
| Closed | -$3.17M | – | 218 |
|
|
2019
Q4 | $3.17M | Buy |
13,479
+9,791
| +265% | +$2.3M | 0.11% | 81 |
|
|
2019
Q3 | $801K | Buy |
+3,688
| New | +$801K | 0.03% | 174 |
|
|
2017
Q3 | – | Sell |
-10,082
| Closed | -$1.45M | – | 141 |
|
|
2017
Q2 | $1.45M | Buy |
+10,082
| New | +$1.45M | 0.13% | 76 |
|