Bison Wealth’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $245K | Buy |
+845
| New | +$245K | 0.05% | 259 |
|
|
2024
Q1 | – | Sell |
-2,765
| Closed | -$757K | – | 420 |
|
|
2023
Q4 | $757K | Buy |
2,765
+69
| +3% | +$18.9K | 0.13% | 168 |
|
|
2023
Q3 | $764K | Buy |
2,696
+36
| +1% | +$10.2K | 0.15% | 148 |
|
|
2023
Q2 | $797K | Buy |
2,660
+930
| +54% | +$279K | 0.15% | 149 |
|
|
2023
Q1 | $478K | Buy |
1,730
+842
| +95% | +$233K | 0.15% | 156 |
|
|
2022
Q4 | $279K | Buy |
+888
| New | +$279K | 0.09% | 216 |
|