Air Products & Chemicals shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Air Products & Chemicals (APD) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Air Products & Chemicals
Tip: Access up to 7 years of quarterly data
All positions including Air Products & Chemicals held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Air Products & Chemicals by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $220k | 805 | 272.72 |
| 2025-06-30 | $225k | 796 | 282.06 |
| 2025-03-31 | $236k | 800 | 294.92 |
| 2024-12-31 | $232k | 800 | 290.04 |
| 2024-09-30 | $238k | 800 | 297.74 |
| 2024-06-30 | $328k | 1.3k | 258.05 |
| 2023-12-31 | $219k | 798 | 273.80 |
| 2023-09-30 | $293k | 1.0k | 283.40 |
| 2023-06-30 | $309k | 1.0k | 299.53 |
| 2023-03-31 | $297k | 1.0k | 287.21 |