West Oak Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $28.6K | Sell |
10,500
-315
| -3% | -$91.2K | 1.14% | 32 |
|
|
2025
Q2 | $30.5K | Buy |
10,815
+1,180
| +12% | +$323K | 1.19% | 27 |
|
|
2025
Q1 | $28.4K | Sell |
9,635
-245
| -2% | -$75.6K | 1.1% | 23 |
|
|
2024
Q4 | $28.7M | Buy |
9,880
+30
| +0.3% | +$9.42K | 1.01% | 19 |
|
|
2024
Q3 | $29.3K | Buy |
9,850
+265
| +3% | +$72.5K | 0.55% | 22 |
|
|
2024
Q2 | $2.47M | Buy |
9,585
+604
| +7% | +$153K | 1% | 28 |
|
|
2024
Q1 | $2.18M | Buy |
8,981
+265
| +3% | +$64.9K | 0.93% | 32 |
|
|
2023
Q4 | $2.3M | Sell |
8,716
-75
| -0.9% | -$20.6K | 1.08% | 27 |
|
|
2023
Q3 | $2.49M | Sell |
8,791
-51
| -0.6% | -$15K | 1.24% | 20 |
|
|
2023
Q2 | $2.65M | Sell |
8,842
-325
| -4% | -$92.5K | 1.29% | 20 |
|
|
2023
Q1 | $2.63M | Sell |
9,167
-385
| -4% | -$112K | 1.33% | 19 |
|
|
2022
Q4 | $2.94M | Sell |
9,552
-145
| -1% | -$40.9K | 1.54% | 13 |
|
|
2022
Q3 | $2.26M | Hold |
9,697
| – | – | 1.22% | 23 |
|
|
2022
Q2 | $2.33M | Sell |
9,697
-65
| -0.7% | -$15.8K | 1.22% | 23 |
|
|
2022
Q1 | $2.44M | Sell |
9,762
-185
| -2% | -$47.5K | 1.1% | 27 |
|
|
2021
Q4 | $3.03M | Sell |
9,947
-110
| -1% | -$32.3K | 1.11% | 23 |
|
|
2021
Q3 | $2.58M | Buy |
10,057
+92
| +0.9% | +$25.4K | 1% | 30 |
|
|
2021
Q2 | $2.87M | Buy |
9,965
+180
| +2% | +$52.8K | 1.13% | 25 |
|
|
2021
Q1 | $2.75M | Buy |
9,785
+55
| +0.6% | +$15K | 1.18% | 25 |
|
|
2020
Q4 | $2.66M | Buy |
9,730
+157
| +2% | +$44.2K | 1.23% | 23 |
|
|
2020
Q3 | $2.85M | Sell |
9,573
-734
| -7% | -$211K | 1.57% | 13 |
|
|
2020
Q2 | $2.49M | Sell |
10,307
-210
| -2% | -$47.9K | 1.42% | 17 |
|
|
2020
Q1 | $2.1M | Buy |
10,517
+115
| +1% | +$26.2K | 1.44% | 17 |
|
|
2019
Q4 | $2.44M | Sell |
10,402
-1,552
| -13% | -$350K | 1.38% | 16 |
|
|
2019
Q3 | $2.65M | Sell |
11,954
-575
| -5% | -$129K | 1.56% | 10 |
|
|
2019
Q2 | $2.84M | Sell |
12,529
-220
| -2% | -$45.5K | 1.7% | 7 |
|
|
2019
Q1 | $2.44M | Sell |
12,749
-165
| -1% | -$28.4K | 1.52% | 14 |
|
|
2018
Q4 | $2.07M | Sell |
12,914
-25
| -0.2% | -$3.96K | 1.47% | 15 |
|
|
2018
Q3 | $2.16M | Buy |
12,939
+15
| +0.1% | +$2.44K | 1.25% | 18 |
|
|
2018
Q2 | $2.01M | Sell |
12,924
-90
| -0.7% | -$14.7K | 1.23% | 20 |
|
|
2018
Q1 | $2.07M | Sell |
13,014
-375
| -3% | -$61.8K | 1.23% | 18 |
|
|
2017
Q4 | $2.2M | Sell |
13,389
-245
| -2% | -$39K | 1.35% | 12 |
|
|
2017
Q3 | $2.06M | Sell |
13,634
-241
| -2% | -$35.3K | 1.22% | 15 |
|
|
2017
Q2 | $1.98M | Sell |
13,875
-104
| -0.7% | -$14.8K | 1.2% | 17 |
|
|
2017
Q1 | $1.89M | Buy |
13,979
+410
| +3% | +$57.8K | 1.16% | 22 |
|
|
2016
Q4 | $1.95M | Sell |
13,569
-1,299
| -9% | -$182K | 1.31% | 16 |
|
|
2016
Q3 | $2.07M | Sell |
14,868
-227
| -2% | -$31.5K | 1.42% | 13 |
|
|
2016
Q2 | $1.98M | Sell |
15,095
-216
| -1% | -$28.8K | 1.43% | 13 |
|
|
2016
Q1 | $2.04M | Sell |
15,311
-44
| -0.3% | -$5.32K | 1.57% | 9 |
|
|
2015
Q4 | $1.85M | Buy |
15,355
+1,649
| +12% | +$208K | 1.43% | 16 |
|
|
2015
Q3 | $1.62M | Buy |
13,706
+65
| +0.5% | +$8.27K | 1.31% | 18 |
|
|
2015
Q2 | $1.73M | Sell |
13,641
-308
| -2% | -$42K | 1.29% | 17 |
|
|
2015
Q1 | $1.95M | Sell |
13,949
-795
| -5% | -$110K | 1.43% | 14 |
|
|
2014
Q4 | $1.97M | Sell |
14,744
-400
| -3% | -$50.6K | 1.43% | 14 |
|
|
2014
Q3 | $1.82M | Sell |
15,144
-659
| -4% | -$80.5K | 1.37% | 17 |
|
|
2014
Q2 | $1.88M | Sell |
15,803
-222
| -1% | -$24.8K | 1.36% | 15 |
|
|
2014
Q1 | $1.76M | Sell |
16,025
-475
| -3% | -$50.4K | 1.29% | 19 |
|
|
2013
Q4 | $1.71M | Sell |
16,500
-492
| -3% | -$49.6K | 1.26% | 22 |
|
|
2013
Q3 | $1.68M | Buy |
16,992
+767
| +5% | +$72.9K | 1.31% | 15 |
|
|
2013
Q2 | $1.37M | Buy |
+16,225
| New | +$1.36M | 1.15% | 24 |
|
Other funds holding APD
