AAS
Avantax Advisory Services’s Air Products & Chemicals APD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $18.9M | Buy |
67,111
+2,748
| +4% | +$775K | 0.1% | 153 |
|
2025
Q1 | $19M | Buy |
64,363
+2,547
| +4% | +$751K | 0.12% | 135 |
|
2024
Q4 | $17.9M | Buy |
61,816
+2,282
| +4% | +$662K | 0.11% | 138 |
|
2024
Q3 | $17.7M | Buy |
59,534
+3,245
| +6% | +$966K | 0.12% | 138 |
|
2024
Q2 | $14.5M | Buy |
56,289
+31,408
| +126% | +$8.1M | 0.1% | 153 |
|
2024
Q1 | $6.03M | Buy |
24,881
+14,981
| +151% | +$3.63M | 0.05% | 264 |
|
2023
Q4 | $2.71M | Buy |
9,900
+1,902
| +24% | +$521K | 0.03% | 423 |
|
2023
Q3 | $2.27M | Buy |
7,998
+625
| +8% | +$177K | 0.03% | 425 |
|
2023
Q2 | $2.21M | Sell |
7,373
-3
| -0% | -$899 | 0.03% | 428 |
|
2023
Q1 | $2.12M | Sell |
7,376
-1,174
| -14% | -$337K | 0.03% | 428 |
|
2022
Q4 | $2.64M | Sell |
8,550
-520
| -6% | -$160K | 0.04% | 355 |
|
2022
Q3 | $2.11M | Buy |
9,070
+2,131
| +31% | +$496K | 0.03% | 361 |
|
2022
Q2 | $1.67M | Buy |
6,939
+2,767
| +66% | +$666K | 0.03% | 418 |
|
2022
Q1 | $1.04M | Buy |
4,172
+913
| +28% | +$227K | 0.01% | 535 |
|
2021
Q4 | $992K | Buy |
3,259
+543
| +20% | +$165K | 0.01% | 535 |
|
2021
Q3 | $699K | Buy |
2,716
+184
| +7% | +$47.4K | 0.01% | 589 |
|
2021
Q2 | $731K | Sell |
2,532
-15
| -0.6% | -$4.33K | 0.01% | 558 |
|
2021
Q1 | $714K | Buy |
2,547
+613
| +32% | +$172K | 0.02% | 510 |
|
2020
Q4 | $527K | Sell |
1,934
-3,735
| -66% | -$1.02M | 0.01% | 544 |
|
2020
Q3 | $1.69M | Buy |
5,669
+3,430
| +153% | +$1.02M | 0.03% | 399 |
|
2020
Q2 | $542K | Buy |
2,239
+1,044
| +87% | +$253K | 0.02% | 463 |
|
2020
Q1 | $239K | Buy |
1,195
+117
| +11% | +$23.4K | 0.01% | 660 |
|
2019
Q4 | $253K | Buy |
1,078
+56
| +5% | +$13.1K | 0.01% | 687 |
|
2019
Q3 | $228K | Buy |
+1,022
| New | +$228K | 0.01% | 502 |
|