Andesa Financial Management’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $3.56M | Buy |
19,685
+7,916
| +67% | +$1.43M | 1.82% | 14 |
|
|
2022
Q4 | $3.63M | Sell |
11,769
-10,414
| -47% | -$3.21M | 1.98% | 9 |
|
|
2022
Q3 | $5.16M | Buy |
22,183
+11,113
| +100% | +$2.59M | 1.81% | 16 |
|
|
2022
Q2 | $2.66M | Sell |
11,070
-497
| -4% | -$120K | 1.68% | 19 |
|
|
2022
Q1 | $2.89M | Sell |
11,567
-381
| -3% | -$95.1K | 1.56% | 16 |
|
|
2021
Q4 | $3.64M | Buy |
11,948
+151
| +1% | +$45.9K | 1.79% | 12 |
|
|
2021
Q3 | $3.02M | Sell |
11,797
-11,467
| -49% | -$2.94M | 1.64% | 14 |
|
|
2021
Q2 | $6.69M | Sell |
23,264
-366
| -2% | -$105K | 2.02% | 12 |
|
|
2021
Q1 | $6.65M | Buy |
23,630
+11,171
| +90% | +$3.14M | 2.17% | 11 |
|
|
2020
Q4 | $3.4M | Sell |
12,459
-11,967
| -49% | -$3.27M | 2.23% | 12 |
|
|
2020
Q3 | $7.28M | Buy |
24,426
+10,883
| +80% | +$3.24M | 3% | 4 |
|
|
2020
Q2 | $3.27M | Buy |
13,543
+449
| +3% | +$108K | 2.91% | 5 |
|
|
2020
Q1 | $2.62M | Buy |
13,094
+734
| +6% | +$147K | 2.93% | 9 |
|
|
2019
Q4 | $2.9M | Sell |
12,360
-10
| -0.1% | -$2.35K | 2.53% | 12 |
|
|
2019
Q3 | $2.75M | Sell |
12,370
-277
| -2% | -$61.5K | 2.65% | 13 |
|
|
2019
Q2 | $2.87M | Sell |
12,647
-12,771
| -50% | -$2.89M | 2.72% | 12 |
|
|
2019
Q1 | $4.85M | Buy |
25,418
+13,593
| +115% | +$2.59M | 2.39% | 14 |
|
|
2018
Q4 | $1.89M | Buy |
11,825
+6,827
| +137% | +$1.09M | 2.25% | 17 |
|
|
2018
Q3 | $835K | Sell |
4,998
-250
| -5% | -$41.8K | 1.28% | 32 |
|
|
2018
Q2 | $817K | Sell |
5,248
-100
| -2% | -$15.6K | 1.32% | 32 |
|
|
2018
Q1 | $851K | Sell |
5,348
-125
| -2% | -$19.9K | 1.41% | 31 |
|
|
2017
Q4 | $898K | Buy |
+5,473
| New | +$898K | 1.33% | 32 |
|