Allworth Financial’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 | $1.4M | Buy |
4,949
+1,830
| +59% | +$516K | 0.01% | 555 |
|
|
2025
Q1 | $839K | Sell |
3,119
-599
| -16% | -$161K | ﹤0.01% | 565 |
|
|
2024
Q4 | $1.18M | Buy |
3,718
+743
| +25% | +$235K | 0.01% | 495 |
|
|
2024
Q3 | $886K | Sell |
2,975
-643
| -18% | -$191K | 0.01% | 454 |
|
|
2024
Q2 | $951K | Buy |
3,618
+58
| +2% | +$15.3K | 0.01% | 433 |
|
|
2024
Q1 | $862K | Sell |
3,560
-210
| -6% | -$50.9K | 0.01% | 433 |
|
|
2023
Q4 | $1.03M | Buy |
3,770
+20
| +0.5% | +$5.48K | 0.01% | 406 |
|
|
2023
Q3 | $1.06M | Sell |
3,750
-1,429
| -28% | -$405K | 0.01% | 367 |
|
|
2023
Q2 | $1.55M | Sell |
5,179
-20
| -0.4% | -$5.99K | 0.01% | 315 |
|
|
2023
Q1 | $1.49M | Sell |
5,199
-649
| -11% | -$186K | 0.02% | 302 |
|
|
2022
Q4 | $1.8M | Buy |
5,848
+3,910
| +202% | +$1.21M | 0.02% | 256 |
|
|
2022
Q3 | $451K | Buy |
1,938
+185
| +11% | +$43.1K | 0.01% | 445 |
|
|
2022
Q2 | $421K | Buy |
1,753
+1,087
| +163% | +$261K | 0.01% | 429 |
|
|
2022
Q1 | $166K | Buy |
666
+95
| +17% | +$23.7K | ﹤0.01% | 587 |
|
|
2021
Q4 | $174K | Buy |
571
+49
| +9% | +$14.9K | ﹤0.01% | 556 |
|
|
2021
Q3 | $134K | Buy |
522
+353
| +209% | +$90.6K | ﹤0.01% | 562 |
|
|
2021
Q2 | $49K | Sell |
169
-16
| -9% | -$4.64K | ﹤0.01% | 620 |
|
|
2021
Q1 | $52K | Sell |
185
-11
| -6% | -$3.09K | ﹤0.01% | 563 |
|
|
2020
Q4 | $54K | Buy |
196
+13
| +7% | +$3.58K | ﹤0.01% | 459 |
|
|
2020
Q3 | $55K | Sell |
183
-442
| -71% | -$133K | ﹤0.01% | 408 |
|
|
2020
Q2 | $151K | Buy |
625
+443
| +243% | +$107K | ﹤0.01% | 267 |
|
|
2020
Q1 | $36K | Hold |
182
| – | – | ﹤0.01% | 455 |
|
|
2019
Q4 | $43K | Buy |
182
+1
| +0.6% | +$236 | ﹤0.01% | 384 |
|
|
2019
Q3 | $40K | Hold |
181
| – | – | ﹤0.01% | 356 |
|
|
2019
Q2 | $41K | Sell |
181
-16
| -8% | -$3.62K | ﹤0.01% | 354 |
|
|
2019
Q1 | $38K | Buy |
197
+33
| +20% | +$6.37K | ﹤0.01% | 357 |
|
|
2018
Q4 | $26K | Buy |
164
+50
| +44% | +$7.93K | ﹤0.01% | 367 |
|
|
2018
Q3 | $19K | Hold |
114
| – | – | ﹤0.01% | 436 |
|
|
2018
Q2 | $18K | Buy |
114
+14
| +14% | +$2.21K | ﹤0.01% | 418 |
|
|
2018
Q1 | $16K | Hold |
100
| – | – | ﹤0.01% | 407 |
|
|
2017
Q4 | $16K | Hold |
100
| – | – | ﹤0.01% | 403 |
|
|
2017
Q3 | $15K | Hold |
100
| – | – | ﹤0.01% | 406 |
|
|
2017
Q2 | $14K | Hold |
100
| – | – | ﹤0.01% | 426 |
|
|
2017
Q1 | $14K | Hold |
100
| – | – | ﹤0.01% | 405 |
|
|
2016
Q4 | $14K | Sell |
100
-8
| -7% | -$1.12K | ﹤0.01% | 361 |
|
|
2016
Q3 | $15K | Buy |
108
+92
| +575% | +$12.8K | ﹤0.01% | 359 |
|
|
2016
Q2 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 526 |
|