Birch Hill Investment 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 | $3M | Sell |
10,623
-3,851
| -27% | -$1.09M | 0.13% | 71 |
|
|
2025
Q1 | $4.27M | Sell |
14,474
-2,455
| -15% | -$724K | 0.2% | 61 |
|
|
2024
Q4 | $4.91M | Buy |
16,929
+465
| +3% | +$135K | 0.23% | 60 |
|
|
2024
Q3 | $4.9M | Buy |
16,464
+1,000
| +6% | +$298K | 0.23% | 60 |
|
|
2024
Q2 | $3.99M | Buy |
15,464
+995
| +7% | +$257K | 0.19% | 63 |
|
|
2024
Q1 | $3.51M | Buy |
14,469
+2,961
| +26% | +$717K | 0.17% | 66 |
|
|
2023
Q4 | $3.15M | Buy |
11,508
+1,545
| +16% | +$423K | 0.17% | 66 |
|
|
2023
Q3 | $2.82M | Buy |
9,963
+784
| +9% | +$222K | 0.17% | 61 |
|
|
2023
Q2 | $2.75M | Sell |
9,179
-100
| -1% | -$30K | 0.16% | 65 |
|
|
2023
Q1 | $2.67M | Buy |
9,279
+234
| +3% | +$67.2K | 0.17% | 67 |
|
|
2022
Q4 | $2.79M | Buy |
9,045
+200
| +2% | +$61.7K | 0.18% | 65 |
|
|
2022
Q3 | $2.06M | Buy |
8,845
+262
| +3% | +$61K | 0.14% | 71 |
|
|
2022
Q2 | $2.06M | Sell |
8,583
-24
| -0.3% | -$5.77K | 0.13% | 72 |
|
|
2022
Q1 | $2.15M | Hold |
8,607
| – | – | 0.11% | 75 |
|
|
2021
Q4 | $2.62M | Hold |
8,607
| – | – | 0.13% | 74 |
|
|
2021
Q3 | $2.2M | Hold |
8,607
| – | – | 0.12% | 73 |
|
|
2021
Q2 | $2.48M | Hold |
8,607
| – | – | 0.13% | 72 |
|
|
2021
Q1 | $2.42M | Sell |
8,607
-285
| -3% | -$80.2K | 0.14% | 72 |
|
|
2020
Q4 | $2.43M | Hold |
8,892
| – | – | 0.15% | 68 |
|
|
2020
Q3 | $2.65M | Hold |
8,892
| – | – | 0.18% | 61 |
|
|
2020
Q2 | $2.15M | Sell |
8,892
-350
| -4% | -$84.5K | 0.16% | 66 |
|
|
2020
Q1 | $1.85M | Hold |
9,242
| – | – | 0.16% | 63 |
|
|
2019
Q4 | $2.17M | Hold |
9,242
| – | – | 0.14% | 69 |
|
|
2019
Q3 | $2.05M | Hold |
9,242
| – | – | 0.15% | 68 |
|
|
2019
Q2 | $2.09M | Sell |
9,242
-165
| -2% | -$37.3K | 0.15% | 70 |
|
|
2019
Q1 | $1.8M | Sell |
9,407
-830
| -8% | -$158K | 0.14% | 73 |
|
|
2018
Q4 | $1.64M | Sell |
10,237
-1,666
| -14% | -$267K | 0.14% | 74 |
|
|
2018
Q3 | $1.99M | Sell |
11,903
-500
| -4% | -$83.5K | 0.15% | 74 |
|
|
2018
Q2 | $1.93M | Sell |
12,403
-225
| -2% | -$35K | 0.15% | 71 |
|
|
2018
Q1 | $2.01M | Sell |
12,628
-2,850
| -18% | -$453K | 0.17% | 66 |
|
|
2017
Q4 | $2.54M | Hold |
15,478
| – | – | 0.21% | 60 |
|
|
2017
Q3 | $2.34M | Sell |
15,478
-800
| -5% | -$121K | 0.2% | 59 |
|
|
2017
Q2 | $2.33M | Sell |
16,278
-216
| -1% | -$30.9K | 0.21% | 58 |
|
|
2017
Q1 | $2.23M | Sell |
16,494
-1,050
| -6% | -$142K | 0.19% | 59 |
|
|
2016
Q4 | $2.52M | Sell |
17,544
-1,484
| -8% | -$213K | 0.23% | 56 |
|
|
2016
Q3 | $2.65M | Sell |
19,028
-254
| -1% | -$35.3K | 0.25% | 55 |
|
|
2016
Q2 | $2.53M | Sell |
19,282
-432
| -2% | -$56.8K | 0.25% | 54 |
|
|
2016
Q1 | $2.63M | Sell |
19,714
-622
| -3% | -$82.9K | 0.28% | 55 |
|
|
2015
Q4 | $2.45M | Buy |
20,336
+108
| +0.5% | +$13K | 0.26% | 56 |
|
|
2015
Q3 | $2.39M | Sell |
20,228
-1,703
| -8% | -$201K | 0.26% | 59 |
|
|
2015
Q2 | $2.78M | Sell |
21,931
-5,254
| -19% | -$665K | 0.28% | 60 |
|
|
2015
Q1 | $3.81M | Sell |
27,185
-14,257
| -34% | -$2M | 0.39% | 53 |
|
|
2014
Q4 | $5.53M | Sell |
41,442
-9,477
| -19% | -$1.26M | 0.56% | 45 |
|
|
2014
Q3 | $6.13M | Sell |
50,919
-4,405
| -8% | -$530K | 0.64% | 40 |
|
|
2014
Q2 | $6.58M | Sell |
55,324
-4,026
| -7% | -$479K | 0.69% | 38 |
|
|
2014
Q1 | $6.54M | Sell |
59,350
-3,200
| -5% | -$352K | 0.7% | 37 |
|
|
2013
Q4 | $6.47M | Sell |
62,550
-7,324
| -10% | -$757K | 0.69% | 37 |
|
|
2013
Q3 | $6.89M | Sell |
69,874
-2,972
| -4% | -$293K | 0.81% | 36 |
|
|
2013
Q2 | $6.17M | Buy |
+72,846
| New | +$6.17M | 0.77% | 37 |
|