B. Riley Wealth Advisors’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 | $606K | Buy |
+2,148
| New | +$606K | 0.03% | 457 |
|
|
2024
Q4 | $1.53M | Buy |
5,272
+107
| +2% | +$31K | 0.05% | 332 |
|
|
2024
Q3 | $1.52M | Sell |
5,165
-312
| -6% | -$91.6K | 0.04% | 390 |
|
|
2024
Q2 | $1.41M | Sell |
5,477
-254
| -4% | -$65.5K | 0.04% | 434 |
|
|
2024
Q1 | $1.63M | Buy |
5,731
+449
| +9% | +$128K | 0.04% | 406 |
|
|
2023
Q4 | $1.46M | Sell |
5,282
-449
| -8% | -$124K | 0.04% | 436 |
|
|
2023
Q3 | $1.63M | Sell |
5,731
-19,505
| -77% | -$5.56M | 0.04% | 406 |
|
|
2023
Q2 | $7.57M | Buy |
25,236
+19,327
| +327% | +$5.8M | 0.17% | 125 |
|
|
2023
Q1 | $1.71M | Sell |
5,909
-1,602
| -21% | -$463K | 0.05% | 390 |
|
|
2022
Q4 | $2.33M | Buy |
7,511
+386
| +5% | +$120K | 0.07% | 304 |
|
|
2022
Q3 | $1.66M | Buy |
7,125
+1,412
| +25% | +$329K | 0.05% | 352 |
|
|
2022
Q2 | $1.37M | Buy |
5,713
+73
| +1% | +$17.6K | 0.06% | 327 |
|
|
2022
Q1 | $1.41M | Sell |
5,640
-1,837
| -25% | -$459K | 0.05% | 380 |
|
|
2021
Q4 | $2.28M | Buy |
7,477
+105
| +1% | +$31.9K | 0.07% | 326 |
|
|
2021
Q3 | $1.89M | Buy |
7,372
+1,317
| +22% | +$337K | 0.06% | 354 |
|
|
2021
Q2 | $1.74M | Buy |
6,055
+2,354
| +64% | +$677K | 0.06% | 372 |
|
|
2021
Q1 | $1.04M | Sell |
3,701
-1,053
| -22% | -$296K | 0.04% | 468 |
|
|
2020
Q4 | $1.3M | Sell |
4,754
-653
| -12% | -$179K | 0.07% | 267 |
|
|
2020
Q3 | $1.61M | Sell |
5,407
-1,007
| -16% | -$300K | 0.09% | 235 |
|
|
2020
Q2 | $1.55M | Buy |
6,414
+305
| +5% | +$73.7K | 0.1% | 202 |
|
|
2020
Q1 | $1.22M | Buy |
6,109
+1,228
| +25% | +$245K | 0.1% | 200 |
|
|
2019
Q4 | $1.15M | Buy |
4,881
+1,386
| +40% | +$326K | 0.1% | 223 |
|
|
2019
Q3 | $777K | Buy |
3,495
+917
| +36% | +$204K | 0.08% | 271 |
|
|
2019
Q2 | $584K | Buy |
2,578
+720
| +39% | +$163K | 0.06% | 319 |
|
|
2019
Q1 | $356K | Buy |
1,858
+14
| +0.8% | +$2.68K | 0.04% | 436 |
|
|
2018
Q4 | $297K | Sell |
1,844
-77
| -4% | -$12.4K | 0.04% | 435 |
|
|
2018
Q3 | $322K | Sell |
1,921
-1
| -0.1% | -$168 | 0.04% | 467 |
|
|
2018
Q2 | $301K | Buy |
1,922
+81
| +4% | +$12.7K | 0.04% | 463 |
|
|
2018
Q1 | $294K | Sell |
1,841
-127
| -6% | -$20.3K | 0.04% | 465 |
|
|
2017
Q4 | $324K | Buy |
1,968
+419
| +27% | +$69K | 0.04% | 417 |
|
|
2017
Q3 | $235K | Sell |
1,549
-15
| -1% | -$2.28K | 0.04% | 450 |
|
|
2017
Q2 | $224K | Sell |
1,564
-5
| -0.3% | -$716 | 0.04% | 447 |
|
|
2017
Q1 | $213K | Sell |
1,569
-1,097
| -41% | -$149K | 0.04% | 448 |
|
|
2016
Q4 | $384K | Buy |
2,666
+393
| +17% | +$56.6K | 0.08% | 289 |
|
|
2016
Q3 | $317K | Buy |
2,273
+61
| +3% | +$8.51K | 0.06% | 388 |
|
|
2016
Q2 | $291K | Buy |
2,212
+328
| +17% | +$43.2K | 0.06% | 401 |
|
|
2016
Q1 | $251K | Buy |
+1,884
| New | +$251K | 0.06% | 398 |
|
|
2015
Q1 | – | Sell |
-108
| Closed | -$14 | – | 646 |
|
|
2014
Q4 | $14 | Buy |
+108
| New | +$14 | ﹤0.01% | 2693 |
|
|
2014
Q3 | – | Sell |
-83
| Closed | -$9.85K | – | 723 |
|
|
2014
Q2 | $9.85K | Buy |
+83
| New | +$9.85K | ﹤0.01% | 1794 |
|