Arkadios 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 | $5.61M | Buy |
19,887
+4,310
| +28% | +$1.22M | 0.17% | 139 |
|
|
2025
Q1 | $4.59M | Buy |
15,577
+2,451
| +19% | +$723K | 0.17% | 132 |
|
|
2024
Q4 | $3.81M | Buy |
13,126
+2,377
| +22% | +$689K | 0.21% | 102 |
|
|
2024
Q3 | $3.2M | Buy |
10,749
+1,242
| +13% | +$370K | 0.18% | 117 |
|
|
2024
Q2 | $2.45M | Buy |
9,507
+1,404
| +17% | +$362K | 0.17% | 135 |
|
|
2024
Q1 | $1.96M | Buy |
8,103
+7,162
| +761% | +$1.74M | 0.15% | 149 |
|
|
2023
Q4 | $258K | Buy |
941
+3
| +0.3% | +$822 | 0.02% | 572 |
|
|
2023
Q3 | $266K | Buy |
938
+88
| +10% | +$24.9K | 0.03% | 531 |
|
|
2023
Q2 | $255K | Sell |
850
-7
| -0.8% | -$2.1K | 0.03% | 491 |
|
|
2023
Q1 | $246K | Sell |
857
-23
| -3% | -$6.61K | 0.03% | 495 |
|
|
2022
Q4 | $271K | Buy |
880
+16
| +2% | +$4.93K | 0.04% | 433 |
|
|
2022
Q3 | $201K | Hold |
864
| – | – | 0.03% | 491 |
|
|
2022
Q2 | $208K | Buy |
+864
| New | +$208K | 0.03% | 497 |
|
|
2021
Q4 | – | Sell |
-210
| Closed | -$53K | – | 629 |
|
|
2021
Q3 | $53K | Sell |
210
-61
| -23% | -$15.4K | 0.01% | 859 |
|
|
2021
Q2 | $77K | Buy |
271
+102
| +60% | +$29K | 0.01% | 800 |
|
|
2021
Q1 | $47K | Buy |
169
+23
| +16% | +$6.4K | 0.01% | 705 |
|
|
2020
Q4 | $39K | Buy |
146
+100
| +217% | +$26.7K | 0.01% | 599 |
|
|
2020
Q3 | $13.7K | Hold |
46
| – | – | 0.01% | 675 |
|
|
2020
Q2 | $12.9K | Buy |
+46
| New | +$12.9K | 0.01% | 629 |
|