Wealthquest’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 | $943K | Sell |
3,345
-1
| -0% | -$282 | 0.07% | 54 |
|
|
2025
Q1 | $987K | Buy |
3,346
+5
| +0.1% | +$1.48K | 0.08% | 50 |
|
|
2024
Q4 | $969K | Hold |
3,341
| – | – | 0.08% | 50 |
|
|
2024
Q3 | $974K | Sell |
3,341
-10
| -0.3% | -$2.91K | 0.09% | 51 |
|
|
2024
Q2 | $865K | Hold |
3,351
| – | – | 0.09% | 55 |
|
|
2024
Q1 | $812K | Buy |
3,351
+6
| +0.2% | +$1.45K | 0.09% | 56 |
|
|
2023
Q4 | $916K | Hold |
3,345
| – | – | 0.1% | 56 |
|
|
2023
Q3 | $948K | Hold |
3,345
| – | – | 0.12% | 51 |
|
|
2023
Q2 | $1M | Hold |
3,345
| – | – | 0.12% | 49 |
|
|
2023
Q1 | $961K | Hold |
3,345
| – | – | 0.12% | 48 |
|
|
2022
Q4 | $1.03M | Sell |
3,345
-10
| -0.3% | -$3.08K | 0.13% | 51 |
|
|
2022
Q3 | $780K | Hold |
3,355
| – | – | 0.11% | 58 |
|
|
2022
Q2 | $806K | Hold |
3,355
| – | – | 0.12% | 57 |
|
|
2022
Q1 | $1.02M | Hold |
3,355
| – | – | 0.16% | 54 |
|
|
2021
Q4 | $1.02M | Hold |
3,355
| – | – | 0.16% | 54 |
|
|
2021
Q3 | $859K | Hold |
3,355
| – | – | 0.14% | 57 |
|
|
2021
Q2 | $965K | Hold |
3,355
| – | – | 0.17% | 55 |
|
|
2021
Q1 | $943K | Buy |
3,355
+175
| +6% | +$49.2K | 0.18% | 53 |
|
|
2020
Q4 | $868K | Buy |
3,180
+20
| +0.6% | +$5.46K | 0.19% | 52 |
|
|
2020
Q3 | $941K | Hold |
3,160
| – | – | 0.23% | 40 |
|
|
2020
Q2 | $763K | Buy |
+3,160
| New | +$763K | 0.19% | 51 |
|
|
2019
Q4 | $750K | Hold |
3,195
| – | – | 0.21% | 67 |
|
|
2019
Q3 | $708K | Hold |
3,195
| – | – | 0.24% | 66 |
|
|
2019
Q2 | $723K | Hold |
3,195
| – | – | 0.27% | 63 |
|
|
2019
Q1 | $610K | Hold |
3,195
| – | – | 0.23% | 69 |
|
|
2018
Q4 | $511K | Buy |
+3,195
| New | +$511K | 0.21% | 76 |
|