Avalon Investment & Advisory’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 | $15.7M | Buy |
54,817
+6,602
| +14% | +$1.9M | 0.43% | 72 |
|
|
2022
Q4 | $14.9M | Buy |
+48,215
| New | +$14.9M | 0.42% | 84 |
|
|
2014
Q1 | – | Sell |
-2,919
| Closed | -$302K | – | 173 |
|
|
2013
Q4 | $302K | Buy |
2,919
+54
| +2% | +$5.59K | 0.02% | 165 |
|
|
2013
Q3 | $282K | Buy |
2,865
+325
| +13% | +$32K | 0.02% | 168 |
|
|
2013
Q2 | $215K | Buy |
+2,540
| New | +$215K | 0.01% | 182 |
|