Ownership history in Activest Wealth Management Β· 4 quarters on record
This page tracks every 13F SEC filing in which Activest Wealth Management reported a position in AIR PRODS & CHEMS INC (APD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Activest Wealth Management underperformed the S&P 500 by β25.1% annually on this APD position. Timing score: 33% (1/3 decisions correct). Average cost basis: $280.69. Maximum drawdown during holding period: β6.4%.
β Significantly underperformed the S&P 500 by 25.1% ann.
3 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct
Best entry: $268.97 (2025 Q3) Β· Worst: $287.26 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 0 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size