Avalon Trust’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 | $110K | Sell |
390
-150
| -28% | -$42.3K | 0.01% | 185 |
|
|
2025
Q1 | $159K | Sell |
540
-100
| -16% | -$29.5K | 0.01% | 146 |
|
|
2024
Q4 | $186K | Buy |
640
+59
| +10% | +$17.1K | 0.01% | 128 |
|
|
2024
Q3 | $173K | Sell |
581
-67
| -10% | -$19.9K | 0.01% | 131 |
|
|
2024
Q2 | $167K | Hold |
648
| – | – | 0.01% | 134 |
|
|
2024
Q1 | $157K | Buy |
648
+90
| +16% | +$21.8K | 0.01% | 148 |
|
|
2023
Q4 | $153K | Hold |
558
| – | – | 0.01% | 139 |
|
|
2023
Q3 | $158K | Sell |
558
-49
| -8% | -$13.9K | 0.02% | 128 |
|
|
2023
Q2 | $182K | Hold |
607
| – | – | 0.02% | 128 |
|
|
2023
Q1 | $174K | Buy |
+607
| New | +$174K | 0.02% | 126 |
|