Wetzel 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 | $277K | Sell |
981
-92
| -9% | -$26K | 0.13% | 100 |
|
|
2025
Q1 | $317K | Sell |
1,073
-80
| -7% | -$23.6K | 0.16% | 92 |
|
|
2024
Q4 | $334K | Sell |
1,153
-2
| -0.2% | -$580 | 0.17% | 87 |
|
|
2024
Q3 | $344K | Buy |
1,155
+51
| +5% | +$15.2K | 0.17% | 86 |
|
|
2024
Q2 | $267K | Hold |
1,104
| – | – | 0.15% | 95 |
|
|
2024
Q1 | $257K | Buy |
1,104
+45
| +4% | +$10.5K | 0.15% | 95 |
|
|
2023
Q4 | $290K | Buy |
+1,059
| New | +$290K | 0.18% | 84 |
|