WealthPlan Investment Management’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 | $9.12M | Buy |
32,349
+3,627
| +13% | +$1.02M | 0.66% | 53 |
|
|
2025
Q1 | $8.47M | Sell |
28,722
-675
| -2% | -$199K | 0.83% | 42 |
|
|
2024
Q4 | $8.53M | Sell |
29,397
-720
| -2% | -$209K | 0.84% | 41 |
|
|
2024
Q3 | $8.97M | Sell |
30,117
-180
| -0.6% | -$53.6K | 0.91% | 41 |
|
|
2024
Q2 | $7.82M | Sell |
30,297
-331
| -1% | -$85.4K | 1.18% | 32 |
|
|
2024
Q1 | $7.42M | Buy |
30,628
+1,983
| +7% | +$480K | 1.13% | 34 |
|
|
2023
Q4 | $7.84M | Sell |
28,645
-105
| -0.4% | -$28.7K | 1.26% | 31 |
|
|
2023
Q3 | $8.15M | Buy |
28,750
+13,999
| +95% | +$3.97M | 1.44% | 25 |
|
|
2023
Q2 | $4.42M | Sell |
14,751
-14,722
| -50% | -$4.41M | 1.32% | 32 |
|
|
2023
Q1 | $8.46M | Sell |
29,473
-23,215
| -44% | -$6.67M | 1.46% | 27 |
|
|
2022
Q4 | $15.1M | Buy |
52,688
+594
| +1% | +$170K | 1.06% | 32 |
|
|
2022
Q3 | $16.4M | Buy |
+52,094
| New | +$16.4M | 1.2% | 26 |
|
|
2022
Q1 | $10.2M | Buy |
+43,497
| New | +$10.2M | 0.71% | 53 |
|