Westbourne Investment Advisors’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 | $508K | Hold |
1,800
| – | – | 0.15% | 79 |
|
|
2025
Q1 | $531K | Hold |
1,800
| – | – | 0.19% | 62 |
|
|
2024
Q4 | $522K | Hold |
1,800
| – | – | 0.18% | 63 |
|
|
2024
Q3 | $536K | Hold |
1,800
| – | – | 0.19% | 65 |
|
|
2024
Q2 | $464K | Hold |
1,800
| – | – | 0.17% | 66 |
|
|
2024
Q1 | $436K | Hold |
1,800
| – | – | 0.16% | 69 |
|
|
2023
Q4 | $493K | Hold |
1,800
| – | – | 0.2% | 66 |
|
|
2023
Q3 | $510K | Hold |
1,800
| – | – | 0.23% | 60 |
|
|
2023
Q2 | $539K | Hold |
1,800
| – | – | 0.24% | 65 |
|
|
2023
Q1 | $517K | Hold |
1,800
| – | – | 0.25% | 65 |
|
|
2022
Q4 | $555K | Hold |
1,800
| – | – | 0.28% | 62 |
|
|
2022
Q3 | $419K | Buy |
+1,800
| New | +$419K | 0.22% | 68 |
|
|
2022
Q2 | – | Sell |
-1,800
| Closed | -$450K | – | 83 |
|
|
2022
Q1 | $450K | Hold |
1,800
| – | – | 0.19% | 71 |
|
|
2021
Q4 | $548K | Hold |
1,800
| – | – | 0.22% | 66 |
|
|
2021
Q3 | $461K | Hold |
1,800
| – | – | 0.21% | 60 |
|
|
2021
Q2 | $518K | Hold |
1,800
| – | – | 0.23% | 56 |
|
|
2021
Q1 | $506K | Hold |
1,800
| – | – | 0.25% | 57 |
|
|
2020
Q4 | $492K | Hold |
1,800
| – | – | 0.29% | 54 |
|
|
2020
Q3 | $536K | Hold |
1,800
| – | – | 0.61% | 31 |
|
|
2020
Q2 | $435K | Hold |
1,800
| – | – | 0.54% | 32 |
|
|
2020
Q1 | $359K | Sell |
1,800
-200
| -10% | -$39.9K | 0.33% | 60 |
|
|
2019
Q4 | $470K | Hold |
2,000
| – | – | 0.32% | 67 |
|
|
2019
Q3 | $444K | Hold |
2,000
| – | – | 0.33% | 65 |
|
|
2019
Q2 | $453K | Hold |
2,000
| – | – | 0.37% | 62 |
|
|
2019
Q1 | $382K | Hold |
2,000
| – | – | 0.29% | 68 |
|
|
2018
Q4 | $320K | Sell |
2,000
-14
| -0.7% | -$2.24K | 0.28% | 71 |
|
|
2018
Q3 | $336K | Buy |
+2,014
| New | +$336K | 0.24% | 78 |
|