WSTAM
Wilbanks Smith & Thomas Asset Management’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $958K | Sell |
3,954
-9
| -0.2% | -$2.18K | 0.03% | 239 |
|
|
2023
Q4 | $1.09M | Buy |
3,963
+1
| +0% | +$274 | 0.03% | 213 |
|
|
2023
Q3 | $1.12M | Buy |
3,962
+70
| +2% | +$19.8K | 0.04% | 212 |
|
|
2023
Q2 | $1.17M | Sell |
3,892
-43
| -1% | -$12.9K | 0.04% | 205 |
|
|
2023
Q1 | $1.13M | Sell |
3,935
-23
| -0.6% | -$6.61K | 0.04% | 204 |
|
|
2022
Q4 | $1.22M | Buy |
3,958
+25
| +0.6% | +$7.71K | 0.05% | 200 |
|
|
2022
Q3 | $915K | Buy |
3,933
+1
| +0% | +$233 | 0.04% | 224 |
|
|
2022
Q2 | $946K | Buy |
3,932
+94
| +2% | +$22.6K | 0.04% | 223 |
|
|
2022
Q1 | $918K | Sell |
3,838
-206
| -5% | -$49.3K | 0.04% | 227 |
|
|
2021
Q4 | $1.23M | Buy |
4,044
+34
| +0.8% | +$10.3K | 0.04% | 215 |
|
|
2021
Q3 | $1.03M | Sell |
4,010
-31
| -0.8% | -$7.94K | 0.04% | 224 |
|
|
2021
Q2 | $1.16M | Hold |
4,041
| – | – | 0.05% | 210 |
|
|
2021
Q1 | $1.14M | Buy |
4,041
+32
| +0.8% | +$9K | 0.05% | 201 |
|
|
2020
Q4 | $1.1M | Sell |
4,009
-99
| -2% | -$27K | 0.05% | 183 |
|
|
2020
Q3 | $1.22M | Sell |
4,108
-14
| -0.3% | -$4.17K | 0.07% | 165 |
|
|
2020
Q2 | $995K | Buy |
4,122
+227
| +6% | +$54.8K | 0.06% | 165 |
|
|
2020
Q1 | $778K | Buy |
3,895
+443
| +13% | +$88.5K | 0.06% | 179 |
|
|
2019
Q4 | $811K | Buy |
3,452
+35
| +1% | +$8.22K | 0.05% | 191 |
|
|
2019
Q3 | $758K | Sell |
3,417
-92
| -3% | -$20.4K | 0.05% | 185 |
|
|
2019
Q2 | $794K | Buy |
3,509
+117
| +3% | +$26.5K | 0.05% | 183 |
|
|
2019
Q1 | $648K | Sell |
3,392
-117
| -3% | -$22.4K | 0.04% | 209 |
|
|
2018
Q4 | $562K | Buy |
3,509
+1
| +0% | +$160 | 0.04% | 191 |
|
|
2018
Q3 | $586K | Sell |
3,508
-80
| -2% | -$13.4K | 0.04% | 217 |
|
|
2018
Q2 | $559K | Hold |
3,588
| – | – | 0.04% | 184 |
|
|
2018
Q1 | $571K | Sell |
3,588
-11
| -0.3% | -$1.75K | 0.05% | 176 |
|
|
2017
Q4 | $591K | Hold |
3,599
| – | – | 0.05% | 179 |
|
|
2017
Q3 | $544K | Buy |
3,599
+804
| +29% | +$122K | 0.05% | 186 |
|
|
2017
Q2 | $400K | Sell |
2,795
-11
| -0.4% | -$1.57K | 0.04% | 205 |
|
|
2017
Q1 | $380K | Hold |
2,806
| – | – | 0.03% | 204 |
|
|
2016
Q4 | $404K | Buy |
2,806
+1
| +0% | +$144 | 0.04% | 186 |
|
|
2016
Q3 | $422K | Buy |
2,805
+609
| +28% | +$91.6K | 0.04% | 180 |
|
|
2016
Q2 | $312K | Buy |
2,196
+1
| +0% | +$142 | 0.03% | 215 |
|
|
2016
Q1 | $316K | Buy |
2,195
+67
| +3% | +$9.65K | 0.04% | 215 |
|
|
2015
Q4 | $277K | Buy |
2,128
+1
| +0% | +$130 | 0.03% | 214 |
|
|
2015
Q3 | $271K | Sell |
2,127
-24
| -1% | -$3.06K | 0.04% | 215 |
|
|
2015
Q2 | $294K | Sell |
2,151
-22
| -1% | -$3.01K | 0.03% | 234 |
|
|
2015
Q1 | $329K | Buy |
2,173
+1
| +0% | +$151 | 0.03% | 217 |
|
|
2014
Q4 | $313K | Buy |
2,172
+1
| +0% | +$144 | 0.03% | 229 |
|
|
2014
Q3 | $283K | Sell |
2,171
-6
| -0.3% | -$782 | 0.03% | 222 |
|
|
2014
Q2 | $280K | Sell |
2,177
-49
| -2% | -$6.3K | 0.03% | 228 |
|
|
2014
Q1 | $265K | Buy |
2,226
+1
| +0% | +$119 | 0.03% | 234 |
|
|
2013
Q4 | $249K | Sell |
2,225
-21
| -0.9% | -$2.35K | 0.03% | 232 |
|
|
2013
Q3 | $239K | Sell |
2,246
-110
| -5% | -$11.7K | 0.03% | 237 |
|
|
2013
Q2 | $216K | Buy |
+2,356
| New | +$216K | 0.03% | 234 |
|