Berry Wealth Group’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 | $2.51M | Buy |
8,898
+23
| +0.3% | +$6.49K | 1.76% | 16 |
|
|
2025
Q1 | $2.62M | Sell |
8,875
-478
| -5% | -$141K | 2.05% | 16 |
|
|
2024
Q4 | $2.71M | Sell |
9,353
-181
| -2% | -$52.5K | 1.96% | 15 |
|
|
2024
Q3 | $2.84M | Sell |
9,534
-151
| -2% | -$45K | 2.03% | 16 |
|
|
2024
Q2 | $2.5M | Buy |
9,685
+305
| +3% | +$78.7K | 2% | 17 |
|
|
2024
Q1 | $2.27M | Sell |
9,380
-2,575
| -22% | -$624K | 1.89% | 19 |
|
|
2023
Q4 | $3.27M | Buy |
+11,955
| New | +$3.27M | 3.01% | 15 |
|