WealthPLAN Partners’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 | $2.63M | Sell |
9,324
-3,843
| -29% | -$1.08M | 0.42% | 74 |
|
|
2025
Q1 | $3.88M | Buy |
13,167
+122
| +0.9% | +$36K | 0.55% | 59 |
|
|
2024
Q4 | $3.78M | Sell |
13,045
-885
| -6% | -$257K | 0.54% | 63 |
|
|
2024
Q3 | $4.15M | Sell |
13,930
-319
| -2% | -$95K | 0.56% | 62 |
|
|
2024
Q2 | $3.68M | Sell |
14,249
-1,176
| -8% | -$303K | 0.39% | 77 |
|
|
2024
Q1 | $3.74M | Sell |
15,425
-6,438
| -29% | -$1.56M | 0.39% | 81 |
|
|
2023
Q4 | $5.99M | Sell |
21,863
-1,182
| -5% | -$324K | 0.62% | 53 |
|
|
2023
Q3 | $6.53M | Buy |
23,045
+12,205
| +113% | +$3.46M | 0.76% | 41 |
|
|
2023
Q2 | $3.25M | Sell |
10,840
-14,471
| -57% | -$4.33M | 0.46% | 56 |
|
|
2023
Q1 | $7.27M | Sell |
25,311
-27,627
| -52% | -$7.93M | 0.83% | 38 |
|
|
2022
Q4 | $14.9M | Buy |
+52,938
| New | +$14.9M | 1.04% | 33 |
|
|
2022
Q1 | $10.2M | Buy |
43,497
+17,168
| +65% | +$4.02M | 0.71% | 53 |
|
|
2021
Q4 | $7.43M | Buy |
26,329
+4,467
| +20% | +$1.26M | 0.49% | 62 |
|
|
2021
Q3 | $6.47M | Buy |
+21,862
| New | +$6.47M | 0.43% | 68 |
|
|
2016
Q3 | $36.4K | Sell |
286
-285
| -50% | -$36.3K | 0.01% | 386 |
|
|
2016
Q2 | $37.5K | Buy |
+571
| New | +$37.5K | ﹤0.01% | 1057 |
|
|
2015
Q4 | $34K | Buy |
+843
| New | +$34K | 0.01% | 728 |
|
|
2015
Q2 | $71K | Buy |
560
+4
| +0.7% | +$507 | 0.03% | 150 |
|
|
2015
Q1 | $78K | Buy |
+556
| New | +$78K | 0.04% | 197 |
|