Avior Wealth Management’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
Q1 | – | Sell |
-163
| Closed | -$47.5K | – | 819 |
|
|
2024
Q4 | $47.5K | Buy |
163
+14
| +9% | +$4.08K | ﹤0.01% | 1170 |
|
|
2024
Q3 | $44.5K | Sell |
149
-48
| -24% | -$14.3K | ﹤0.01% | 1161 |
|
|
2024
Q2 | $50.8K | Sell |
197
-471
| -71% | -$122K | ﹤0.01% | 1084 |
|
|
2024
Q1 | $162K | Buy |
668
+576
| +626% | +$140K | 0.01% | 776 |
|
|
2023
Q4 | $25.2K | Sell |
92
-115
| -56% | -$31.5K | ﹤0.01% | 847 |
|
|
2023
Q3 | $58.8K | Buy |
207
+42
| +25% | +$11.9K | ﹤0.01% | 732 |
|
|
2023
Q2 | $49.4K | Buy |
165
+1
| +0.6% | +$300 | ﹤0.01% | 762 |
|
|
2023
Q1 | $47.2K | Buy |
164
+154
| +1,540% | +$44.4K | ﹤0.01% | 779 |
|
|
2022
Q4 | $3.08K | Hold |
10
| – | – | ﹤0.01% | 1012 |
|
|
2022
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 1011 |
|
|
2022
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 929 |
|
|
2022
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 969 |
|
|
2021
Q4 | $3K | Hold |
10
| – | – | ﹤0.01% | 932 |
|
|
2021
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 922 |
|
|
2021
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 888 |
|
|
2021
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 895 |
|
|
2020
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 863 |
|
|
2020
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 813 |
|
|
2020
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 782 |
|
|
2020
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 705 |
|
|
2019
Q4 | $2K | Sell |
10
-782
| -99% | -$156K | ﹤0.01% | 707 |
|
|
2019
Q3 | $175K | Buy |
792
+4
| +0.5% | +$884 | 0.03% | 372 |
|
|
2019
Q2 | $178K | Sell |
788
-605
| -43% | -$137K | 0.03% | 368 |
|
|
2019
Q1 | $265K | Sell |
1,393
-294
| -17% | -$55.9K | 0.06% | 304 |
|
|
2018
Q4 | $270K | Hold |
1,687
| – | – | 0.07% | 256 |
|
|
2018
Q3 | $282K | Hold |
1,687
| – | – | 0.06% | 272 |
|
|
2018
Q2 | $263K | Sell |
1,687
-3
| -0.2% | -$468 | 0.06% | 269 |
|
|
2018
Q1 | $269K | Buy |
1,690
+1,672
| +9,289% | +$266K | 0.06% | 248 |
|
|
2017
Q4 | $3K | Buy |
18
+3
| +20% | +$500 | ﹤0.01% | 670 |
|
|
2017
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 448 |
|
|
2017
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 406 |
|
|
2017
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 448 |
|
|
2016
Q4 | $2K | Sell |
15
-1
| -6% | -$133 | ﹤0.01% | 444 |
|
|
2016
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 422 |
|
|
2016
Q2 | $2K | Sell |
16
-134
| -89% | -$16.8K | ﹤0.01% | 416 |
|
|
2016
Q1 | $20K | Buy |
150
+34
| +29% | +$4.53K | 0.01% | 282 |
|
|
2015
Q4 | $14K | Buy |
116
+100
| +625% | +$12.1K | 0.01% | 286 |
|
|
2015
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 368 |
|
|
2015
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 348 |
|
|
2015
Q1 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 320 |
|