Bard Financial Services’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 | $2.67M | Sell |
9,475
-225
| -2% | -$63.5K | 0.32% | 75 |
|
|
2025
Q1 | $2.86M | Buy |
9,700
+200
| +2% | +$59K | 0.35% | 70 |
|
|
2024
Q4 | $2.76M | Buy |
9,500
+50
| +0.5% | +$14.5K | 0.33% | 69 |
|
|
2024
Q3 | $2.81M | Sell |
9,450
-450
| -5% | -$134K | 0.33% | 67 |
|
|
2024
Q2 | $2.55M | Sell |
9,900
-400
| -4% | -$103K | 0.26% | 77 |
|
|
2024
Q1 | $2.5M | Buy |
10,300
+50
| +0.5% | +$12.1K | 0.27% | 78 |
|
|
2023
Q4 | $2.81M | Sell |
10,250
-25
| -0.2% | -$6.85K | 0.31% | 70 |
|
|
2023
Q3 | $2.91M | Buy |
10,275
+300
| +3% | +$85K | 0.36% | 63 |
|
|
2023
Q2 | $2.99M | Buy |
9,975
+50
| +0.5% | +$15K | 0.23% | 93 |
|
|
2023
Q1 | $2.85M | Buy |
9,925
+450
| +5% | +$129K | 0.23% | 92 |
|
|
2022
Q4 | $2.92M | Buy |
9,475
+650
| +7% | +$200K | 0.25% | 92 |
|
|
2022
Q3 | $2.05M | Buy |
8,825
+1,675
| +23% | +$390K | 0.19% | 109 |
|
|
2022
Q2 | $1.72M | Buy |
+7,150
| New | +$1.72M | 0.16% | 117 |
|