Blue Zone Wealth 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 | $5M | Buy |
17,715
+549
| +3% | +$155K | 1.25% | 41 |
|
|
2025
Q1 | $5.06M | Buy |
17,166
+1,968
| +13% | +$580K | 1.41% | 33 |
|
|
2024
Q4 | $4.41M | Buy |
15,198
+562
| +4% | +$163K | 1.27% | 36 |
|
|
2024
Q3 | $4.36M | Buy |
14,636
+253
| +2% | +$75.3K | 1.36% | 36 |
|
|
2024
Q2 | $3.71M | Buy |
14,383
+90
| +0.6% | +$23.2K | 1.28% | 38 |
|
|
2024
Q1 | $3.46M | Buy |
14,293
+127
| +0.9% | +$30.8K | 1.19% | 40 |
|
|
2023
Q4 | $3.88M | Buy |
14,166
+2,865
| +25% | +$784K | 1.55% | 31 |
|
|
2023
Q3 | $3.2M | Buy |
11,301
+312
| +3% | +$88.4K | 1.41% | 35 |
|
|
2023
Q2 | $3.29M | Buy |
10,989
+4,299
| +64% | +$1.29M | 1.52% | 27 |
|
|
2023
Q1 | $1.92M | Sell |
6,690
-5,784
| -46% | -$1.66M | 1.03% | 38 |
|
|
2022
Q4 | $3.85M | Buy |
12,474
+106
| +0.9% | +$32.7K | 2.05% | 13 |
|
|
2022
Q3 | $2.88M | Buy |
12,368
+104
| +0.8% | +$24.2K | 1.49% | 24 |
|
|
2022
Q2 | $2.95M | Buy |
12,264
+259
| +2% | +$62.3K | 1.34% | 31 |
|
|
2022
Q1 | $3M | Buy |
12,005
+1,086
| +10% | +$271K | 1.12% | 35 |
|
|
2021
Q4 | $3.32M | Buy |
10,919
+357
| +3% | +$109K | 1.1% | 34 |
|
|
2021
Q3 | $2.71M | Buy |
10,562
+1,914
| +22% | +$490K | 0.94% | 44 |
|
|
2021
Q2 | $2.49M | Buy |
8,648
+325
| +4% | +$93.5K | 0.93% | 46 |
|
|
2021
Q1 | $2.34M | Buy |
8,323
+1,092
| +15% | +$307K | 1% | 39 |
|
|
2020
Q4 | $1.98M | Buy |
+7,231
| New | +$1.98M | 0.95% | 38 |
|