Wealthspire Advisors (New York)’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 | $596K | Sell |
2,052
-532
| -21% | -$147K | ﹤0.01% | 527 |
|
|
2025
Q4 | $638K | Buy |
2,584
+792
| +44% | +$201K | 0.01% | 541 |
|
|
2025
Q3 | $489K | Buy |
1,792
+110
| +7% | +$31.8K | ﹤0.01% | 542 |
|
|
2025
Q2 | $474K | Buy |
1,682
+12
| +0.7% | +$3.28K | ﹤0.01% | 554 |
|
|
2025
Q1 | $492K | Sell |
1,670
-310
| -16% | -$95.6K | ﹤0.01% | 516 |
|
|
2024
Q4 | $574K | Buy |
1,980
+792
| +67% | +$249K | 0.01% | 482 |
|
|
2024
Q3 | $354K | Buy |
+1,188
| New | +$325K | ﹤0.01% | 584 |
|
|
2024
Q1 | – | Sell |
-1,103
| Closed | -$302K | – | 643 |
|
|
2023
Q4 | $302K | Buy |
1,103
+161
| +17% | +$44.3K | ﹤0.01% | 525 |
|
|
2023
Q3 | $267K | Buy |
+942
| New | +$276K | ﹤0.01% | 504 |
|
|
2023
Q1 | – | Sell |
-1,233
| Closed | -$380K | – | 537 |
|
|
2022
Q4 | $380K | Buy |
+1,233
| New | +$347K | 0.01% | 413 |
|
|
2022
Q1 | – | Sell |
-1,072
| Closed | -$326K | – | 439 |
|
|
2021
Q4 | $326K | Buy |
1,072
+212
| +25% | +$62.2K | 0.01% | 404 |
|
|
2021
Q3 | $220K | Buy |
+860
| New | +$238K | ﹤0.01% | 531 |
|
|
2021
Q2 | – | Sell |
-2,605
| Closed | -$733K | – | 387 |
|
|
2021
Q1 | $733K | Buy |
2,605
+372
| +17% | +$101K | 0.02% | 313 |
|
|
2020
Q4 | $610K | Buy |
2,233
+522
| +31% | +$147K | 0.02% | 273 |
|
|
2020
Q3 | $510K | Buy |
1,711
+15
| +0.9% | +$4.32K | 0.03% | 180 |
|
|
2020
Q2 | $410K | Sell |
1,696
-661
| -28% | -$151K | 0.03% | 172 |
|
|
2020
Q1 | $470K | Buy |
+2,357
| New | +$537K | 0.02% | 302 |
|
|
2019
Q1 | – | Sell |
-371
| Closed | -$59K | – | 96 |
|
|
2018
Q4 | $59K | Buy |
+371
| New | +$58.8K | 0.01% | 164 |
|
Other funds holding APD
VCM
VPM
