WP
WMS Partners’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-743
| Closed | -$216K | – | 17 |
|
|
2024
Q4 | $216K | Sell |
743
-7
| -0.9% | -$2.03K | 0.01% | 276 |
|
|
2024
Q3 | $223K | Sell |
750
-133
| -15% | -$39.6K | 0.01% | 264 |
|
|
2024
Q2 | $228K | Buy |
+883
| New | +$228K | 0.01% | 236 |
|
|
2024
Q1 | – | Sell |
-805
| Closed | -$220K | – | 267 |
|
|
2023
Q4 | $220K | Buy |
805
+13
| +2% | +$3.56K | 0.02% | 237 |
|
|
2023
Q3 | $224K | Sell |
792
-46
| -5% | -$13K | 0.02% | 238 |
|
|
2023
Q2 | $251K | Sell |
838
-4
| -0.5% | -$1.2K | 0.02% | 244 |
|
|
2023
Q1 | $242K | Sell |
842
-23
| -3% | -$6.61K | 0.02% | 238 |
|
|
2022
Q4 | $267K | Hold |
865
| – | – | 0.03% | 216 |
|
|
2022
Q3 | $201K | Sell |
865
-16
| -2% | -$3.72K | 0.03% | 231 |
|
|
2022
Q2 | $212K | Buy |
+881
| New | +$212K | 0.03% | 224 |
|