Wendell David Associates’s Air Products & Chemicals APD Stock Holding History

Wendell David Associates’s Portfolio APD Stock Details APD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.3M	Hold
2025 Q2	$4.45M	Sell
2025 Q1	$4.68M	Hold
2024 Q4	$4.61M	Hold
2024 Q3	$4.73M	Buy
2024 Q2	$4.07M	Hold
2024 Q1	$3.82M	Sell
2023 Q4	$4.51M	Hold
2023 Q3	$4.67M	Hold
2023 Q2	$4.93M	Sell
2023 Q1	$4.83M	Hold
2022 Q4	$5.19M	Hold
2022 Q3	$3.92M	Sell
2022 Q2	$4.13M	Hold
2022 Q1	$4.29M	Hold
2021 Q4	$5.22M	Sell
2021 Q3	$4.41M	Sell
2021 Q2	$4.98M	Buy
2021 Q1	$4.68M	Buy
2020 Q4	$4.54M	Sell
2020 Q3	$5.18M	Sell
2020 Q2	$4.21M	Hold
2020 Q1	$3.48M	Hold
2019 Q4	$4.1M	Hold
2019 Q3	$3.87M	Sell
2019 Q2	$3.99M	Hold
2019 Q1	$3.36M	Sell
2018 Q4	$2.86M	Sell
2018 Q3	$3.03M	Hold
2018 Q2	$2.83M	Hold
2018 Q1	$2.89M	Hold
2017 Q4	$2.98M	Sell
2017 Q3	$2.87M	Sell
2017 Q2	$2.72M	Hold
2017 Q1	$2.57M	Hold
2016 Q4	$2.73M	Sell
2016 Q3	$2.86M	Hold
2016 Q2	$2.7M	Sell
2016 Q1	$2.76M	Hold
2015 Q4	$2.49M	Sell
2015 Q3	$2.46M	Hold
2015 Q2	$2.63M	Hold
2015 Q1	$2.9M	Hold
2014 Q4	$2.77M	Hold
2014 Q3	$2.5M	Sell
2014 Q2	$2.5M	Sell
2014 Q1	$2.31M	Buy
2013 Q4	$2.17M	Buy
2013 Q3	$2.04M	Hold
2013 Q2	$1.76M	Buy