Beaumont Financial 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 | $428K | Buy |
1,518
+19
| +1% | +$5.36K | 0.03% | 243 |
|
|
2025
Q1 | $442K | Buy |
1,499
+7
| +0.5% | +$2.07K | 0.03% | 236 |
|
|
2024
Q4 | $433K | Sell |
1,492
-14
| -0.9% | -$4.06K | 0.03% | 235 |
|
|
2024
Q3 | $448K | Sell |
1,506
-284
| -16% | -$84.6K | 0.04% | 220 |
|
|
2024
Q2 | $462K | Buy |
1,790
+2
| +0.1% | +$516 | 0.04% | 219 |
|
|
2024
Q1 | $433K | Buy |
1,788
+21
| +1% | +$5.09K | 0.04% | 223 |
|
|
2023
Q4 | $484K | Buy |
1,767
+24
| +1% | +$6.57K | 0.04% | 197 |
|
|
2023
Q3 | $494K | Sell |
1,743
-9
| -0.5% | -$2.55K | 0.05% | 178 |
|
|
2023
Q2 | $525K | Sell |
1,752
-104
| -6% | -$31.2K | 0.05% | 185 |
|
|
2023
Q1 | $533K | Sell |
1,856
-21
| -1% | -$6.03K | 0.05% | 168 |
|
|
2022
Q4 | $579K | Buy |
1,877
+215
| +13% | +$66.3K | 0.06% | 164 |
|
|
2022
Q3 | $387K | Hold |
1,662
| – | – | 0.04% | 201 |
|
|
2022
Q2 | $400K | Sell |
1,662
-282
| -15% | -$67.9K | 0.04% | 204 |
|
|
2022
Q1 | $488K | Sell |
1,944
-3
| -0.2% | -$753 | 0.04% | 210 |
|
|
2021
Q4 | $592K | Buy |
1,947
+8
| +0.4% | +$2.43K | 0.04% | 188 |
|
|
2021
Q3 | $499K | Sell |
1,939
-20
| -1% | -$5.15K | 0.04% | 202 |
|
|
2021
Q2 | $564K | Buy |
1,959
+45
| +2% | +$13K | 0.04% | 196 |
|
|
2021
Q1 | $539K | Sell |
1,914
-7
| -0.4% | -$1.97K | 0.05% | 187 |
|
|
2020
Q4 | $525K | Buy |
1,921
+600
| +45% | +$164K | 0.05% | 190 |
|
|
2020
Q3 | $394K | Sell |
1,321
-32
| -2% | -$9.54K | 0.04% | 220 |
|
|
2020
Q2 | $327K | Hold |
1,353
| – | – | 0.03% | 222 |
|
|
2020
Q1 | $270K | Buy |
1,353
+6
| +0.4% | +$1.2K | 0.03% | 202 |
|
|
2019
Q4 | $317K | Buy |
1,347
+15
| +1% | +$3.53K | 0.03% | 220 |
|
|
2019
Q3 | $296K | Hold |
1,332
| – | – | 0.03% | 219 |
|
|
2019
Q2 | $302K | Buy |
1,332
+60
| +5% | +$13.6K | 0.03% | 196 |
|
|
2019
Q1 | $243K | Hold |
1,272
| – | – | 0.03% | 206 |
|
|
2018
Q4 | $204K | Sell |
1,272
-31
| -2% | -$4.97K | 0.03% | 183 |
|
|
2018
Q3 | $218K | Buy |
+1,303
| New | +$218K | 0.02% | 208 |
|