Williams Jones Wealth Management’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 | $4.86M | Buy |
17,245
+55
| +0.3% | +$15.5K | 0.06% | 133 |
|
|
2025
Q1 | $5.07M | Sell |
17,190
-365
| -2% | -$108K | 0.06% | 133 |
|
|
2024
Q4 | $5.09M | Sell |
17,555
-233
| -1% | -$67.6K | 0.06% | 134 |
|
|
2024
Q3 | $5.3M | Buy |
17,788
+40
| +0.2% | +$11.9K | 0.06% | 135 |
|
|
2024
Q2 | $4.58M | Sell |
17,748
-437
| -2% | -$113K | 0.06% | 137 |
|
|
2024
Q1 | $4.41M | Sell |
18,185
-15,902
| -47% | -$3.85M | 0.06% | 134 |
|
|
2023
Q4 | $9.33M | Sell |
34,087
-2,272
| -6% | -$622K | 0.13% | 105 |
|
|
2023
Q3 | $10.3M | Sell |
36,359
-882
| -2% | -$250K | 0.16% | 97 |
|
|
2023
Q2 | $11.2M | Sell |
37,241
-896
| -2% | -$268K | 0.17% | 96 |
|
|
2023
Q1 | $11M | Sell |
38,137
-443
| -1% | -$127K | 0.17% | 96 |
|
|
2022
Q4 | $11.9M | Sell |
38,580
-949
| -2% | -$293K | 0.2% | 91 |
|
|
2022
Q3 | $9.2M | Sell |
39,529
-264
| -0.7% | -$61.4K | 0.16% | 99 |
|
|
2022
Q2 | $9.57M | Sell |
39,793
-2,339
| -6% | -$562K | 0.15% | 103 |
|
|
2022
Q1 | $10.5M | Buy |
42,132
+1,524
| +4% | +$381K | 0.15% | 100 |
|
|
2021
Q4 | $12.4M | Buy |
40,608
+12,783
| +46% | +$3.89M | 0.15% | 91 |
|
|
2021
Q3 | $7.13M | Sell |
27,825
-3,369
| -11% | -$863K | 0.1% | 119 |
|
|
2021
Q2 | $8.97M | Sell |
31,194
-2,582
| -8% | -$743K | 0.13% | 106 |
|
|
2021
Q1 | $9.5M | Buy |
33,776
+591
| +2% | +$166K | 0.15% | 94 |
|
|
2020
Q4 | $9.07M | Sell |
33,185
-48,069
| -59% | -$13.1M | 0.15% | 89 |
|
|
2020
Q3 | $24.2M | Buy |
81,254
+53,606
| +194% | +$16M | 0.45% | 51 |
|
|
2020
Q2 | $6.68M | Sell |
27,648
-477
| -2% | -$115K | 0.14% | 93 |
|
|
2020
Q1 | $5.61M | Sell |
28,125
-55,625
| -66% | -$11.1M | 0.15% | 90 |
|
|
2019
Q4 | $19.7M | Buy |
83,750
+2,530
| +3% | +$595K | 0.38% | 61 |
|
|
2019
Q3 | $18M | Buy |
+81,220
| New | +$18M | 0.37% | 61 |
|