Arete Wealth Advisors’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 | $1.15M | Buy |
4,075
+53
| +1% | +$15K | 0.08% | 234 |
|
|
2025
Q1 | $1.19M | Sell |
4,022
-2
| -0% | -$589 | 0.09% | 227 |
|
|
2024
Q4 | $1.17M | Buy |
4,024
+1,172
| +41% | +$340K | 0.08% | 232 |
|
|
2024
Q3 | $847K | Buy |
+2,852
| New | +$847K | 0.07% | 251 |
|
|
2024
Q1 | – | Sell |
-4,004
| Closed | -$1.1M | – | 400 |
|
|
2023
Q4 | $1.1M | Buy |
+4,004
| New | +$1.1M | 0.08% | 232 |
|
|
2023
Q3 | – | Sell |
-1,943
| Closed | -$582K | – | 517 |
|
|
2023
Q2 | $582K | Sell |
1,943
-562
| -22% | -$168K | 0.05% | 331 |
|
|
2023
Q1 | $720K | Sell |
2,505
-7
| -0.3% | -$2.01K | 0.06% | 274 |
|
|
2022
Q4 | $774M | Buy |
+2,512
| New | +$774M | 0.07% | 247 |
|