WR Wealth Planners’s Air Products & Chemicals APD Stock Holding History

WR Wealth Planners’s Portfolio APD Stock Details APD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$31.3K	Buy	108 +31	+40%	+$9.73K	0.01%	385
2024 Q3	$22.9K	Buy	77 +11	+17%	+$3.01K	0.01%	459
2024 Q2	$17K	Sell	66 -97	-60%	-$24.6K	0.01%	470
2024 Q1	$39.5K	Buy	+163	New	+$39.9K	0.01%	364
2023 Q4	–	Sell	-182	Closed	-$51.6K	–	220
2023 Q3	$51.6K	Hold	182	–	–	0.02%	313
2023 Q2	$54.5K	Buy	182 +41	+29%	+$11.7K	0.02%	307
2023 Q1	$40.6K	Buy	141 +136	+2,720%	+$39.7K	0.02%	343
2022 Q4	$1.54K	Hold	5	–	–	﹤0.01%	406
2022 Q3	$1.16K	Hold	5	–	–	﹤0.01%	415
2022 Q2	$1.2K	Hold	5	–	–	﹤0.01%	451
2022 Q1	$1.25K	Buy	+5	New	+$1.28K	﹤0.01%	456

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

WR Wealth Planners's APD Position: Q4 2024 in Review

WR Wealth Planners increased its Air Products & Chemicals (APD) stake by 40% in Q4 2024, buying an estimated $9.73K and bringing the position to 108 shares worth $31.3K. The position accounts for 0.01% of the portfolio, ranked #385.

WR Wealth Planners first reported a position in APD in Q1 2022 and has held it in 11 quarters since. The position peaked at $54.5K in Q2 2023. 1,798 funds tracked by Wall St. Rank hold APD as of Q4 2024.

WR Wealth Planners held 108 shares of Air Products & Chemicals worth $31.3K as of Q4 2024.
WR Wealth Planners bought 31 Air Products & Chemicals shares in Q4 2024, an estimated $9.73K.
Air Products & Chemicals made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #385 holding.
WR Wealth Planners first reported a position in Air Products & Chemicals in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Air Products & Chemicals position peaked at $54.5K in Q2 2023.
1,798 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.