Occidental Asset Management, LLC

SEC CIK: 0001770994
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

APD holding history

Air Products & Chemicals, Inc. in every 13F filed by Occidental Asset Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

APD overview All 13F holders of APD Full Q2 2026 holdings

Shares (Q1 2024): 0; Sold out in Q1 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2023

Holdings of APD by Occidental Asset Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2024	0	$0	0.0%	−6,955−100.0%	Sold out	Holders
Q4 2023	6,955	$1.90M	0.4%	+1,056+17.9%	Added	Holders
Q3 2023	5,899	$1.67M	0.4%	+1,125+23.6%	Added	Holders
Q2 2023	4,774	$1.43M	0.3%	+4,774	New	Holders