Bank of Marin’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 | $405K | Buy |
1,435
+33
| +2% | +$9.31K | 0.31% | 98 |
|
|
2025
Q1 | $413K | Buy |
1,402
+94
| +7% | +$27.7K | 0.53% | 57 |
|
|
2024
Q4 | $379K | Buy |
+1,308
| New | +$379K | 0.3% | 94 |
|
|
2024
Q1 | – | Sell |
-807
| Closed | -$221K | – | 116 |
|
|
2023
Q4 | $221K | Hold |
807
| – | – | 0.2% | 115 |
|
|
2023
Q3 | $229K | Sell |
807
-38
| -4% | -$10.8K | 0.22% | 109 |
|
|
2023
Q2 | $253K | Sell |
845
-375
| -31% | -$112K | 0.24% | 106 |
|
|
2023
Q1 | $350K | Hold |
1,220
| – | – | 0.33% | 90 |
|
|
2022
Q4 | $376K | Hold |
1,220
| – | – | 0.35% | 84 |
|
|
2022
Q3 | $284K | Sell |
1,220
-120
| -9% | -$27.9K | 0.28% | 95 |
|
|
2022
Q2 | $322K | Sell |
1,340
-234
| -15% | -$56.2K | 0.28% | 97 |
|
|
2022
Q1 | $393K | Hold |
1,574
| – | – | 0.29% | 94 |
|
|
2021
Q4 | $479K | Buy |
1,574
+15
| +1% | +$4.57K | 0.32% | 92 |
|
|
2021
Q3 | $399K | Sell |
1,559
-4
| -0.3% | -$1.02K | 0.29% | 96 |
|
|
2021
Q2 | $450K | Sell |
1,563
-75
| -5% | -$21.6K | 0.33% | 94 |
|
|
2021
Q1 | $461K | Hold |
1,638
| – | – | 0.36% | 93 |
|
|
2020
Q4 | $448K | Buy |
1,638
+42
| +3% | +$11.5K | 0.38% | 85 |
|
|
2020
Q3 | $475K | Hold |
1,596
| – | – | 0.49% | 76 |
|
|
2020
Q2 | $385K | Buy |
1,596
+181
| +13% | +$43.7K | 0.44% | 79 |
|
|
2020
Q1 | $282K | Hold |
1,415
| – | – | 0.38% | 89 |
|
|
2019
Q4 | $333K | Buy |
+1,415
| New | +$333K | 0.34% | 94 |
|