Atria Wealth Solutions’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 | $2.5M | Sell |
8,854
-4,030
| -31% | -$1.14M | 0.06% | 360 |
|
|
2025
Q1 | $3.8M | Sell |
12,884
-4,181
| -25% | -$1.23M | 0.05% | 415 |
|
|
2024
Q4 | $4.95M | Sell |
17,065
-3,204
| -16% | -$929K | 0.05% | 349 |
|
|
2024
Q3 | $6.03M | Sell |
20,269
-1,966
| -9% | -$585K | 0.07% | 297 |
|
|
2024
Q2 | $5.74M | Buy |
22,235
+676
| +3% | +$174K | 0.06% | 307 |
|
|
2024
Q1 | $5.24M | Buy |
21,559
+1,135
| +6% | +$276K | 0.06% | 327 |
|
|
2023
Q4 | $5.61M | Buy |
20,424
+928
| +5% | +$255K | 0.07% | 283 |
|
|
2023
Q3 | $5.54M | Buy |
19,496
+1,048
| +6% | +$298K | 0.08% | 264 |
|
|
2023
Q2 | $5.53M | Sell |
18,448
-1,896
| -9% | -$569K | 0.08% | 258 |
|
|
2023
Q1 | $5.85M | Sell |
20,344
-894
| -4% | -$257K | 0.09% | 229 |
|
|
2022
Q4 | $6.56M | Buy |
21,238
+357
| +2% | +$110K | 0.11% | 206 |
|
|
2022
Q3 | $4.87M | Sell |
20,881
-12,897
| -38% | -$3.01M | 0.08% | 237 |
|
|
2022
Q2 | $7.1M | Buy |
33,778
+17,323
| +105% | +$3.64M | 0.13% | 154 |
|
|
2022
Q1 | $4.12M | Buy |
+16,455
| New | +$4.12M | 0.07% | 293 |
|