Alan B. Lancz & Associates’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Hold |
1,971
| – | – | 0.56% | 44 |
|
|
2025
Q1 | $581K | Hold |
1,971
| – | – | 0.62% | 42 |
|
|
2024
Q4 | $572K | Sell |
1,971
-250
| -11% | -$72.5K | 0.58% | 41 |
|
|
2024
Q3 | $661K | Hold |
2,221
| – | – | 0.61% | 38 |
|
|
2024
Q2 | $573K | Buy |
+2,221
| New | +$573K | 0.57% | 42 |
|
|
2023
Q4 | $589K | Hold |
2,150
| – | – | 0.62% | 36 |
|
|
2023
Q3 | $609K | Sell |
2,150
-50
| -2% | -$14.2K | 0.69% | 34 |
|
|
2023
Q2 | $659K | Hold |
2,200
| – | – | 0.7% | 32 |
|
|
2023
Q1 | $632K | Hold |
2,200
| – | – | 0.66% | 35 |
|
|
2022
Q4 | $685K | Hold |
2,200
| – | – | 0.69% | 33 |
|
|
2022
Q3 | $512K | Hold |
2,200
| – | – | 0.61% | 42 |
|
|
2022
Q2 | $546K | Hold |
2,200
| – | – | 0.54% | 44 |
|
|
2022
Q1 | $550K | Hold |
2,200
| – | – | 0.49% | 63 |
|
|
2021
Q4 | $669K | Buy |
+2,200
| New | +$669K | 0.58% | 45 |
|