Widmann Financial Services’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 | $856K | Buy |
3,035
+79
| +3% | +$22.3K | 0.6% | 49 |
|
|
2025
Q1 | $872K | Buy |
2,956
+21
| +0.7% | +$6.19K | 0.68% | 45 |
|
|
2024
Q4 | $851K | Buy |
2,935
+220
| +8% | +$63.8K | 0.66% | 46 |
|
|
2024
Q3 | $808K | Buy |
2,715
+295
| +12% | +$87.8K | 0.61% | 48 |
|
|
2024
Q2 | $624K | Buy |
2,420
+293
| +14% | +$75.6K | 0.51% | 51 |
|
|
2024
Q1 | $515K | Buy |
2,127
+937
| +79% | +$227K | 0.43% | 51 |
|
|
2023
Q4 | $326K | Buy |
1,190
+397
| +50% | +$109K | 0.29% | 67 |
|
|
2023
Q3 | $225K | Hold |
793
| – | – | 0.22% | 74 |
|
|
2023
Q2 | $238K | Hold |
793
| – | – | 0.23% | 72 |
|
|
2023
Q1 | $228K | Hold |
793
| – | – | 0.23% | 71 |
|
|
2022
Q4 | $244K | Buy |
+793
| New | +$244K | 0.26% | 69 |
|
|
2022
Q2 | – | Sell |
-893
| Closed | -$223K | – | 83 |
|
|
2022
Q1 | $223K | Sell |
893
-88
| -9% | -$22K | 0.2% | 79 |
|
|
2021
Q4 | $298K | Buy |
+981
| New | +$298K | 0.25% | 64 |
|