Bogart Wealth LLC’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 | $130K | Buy |
461
+221
| +92% | +$62.3K | 0.01% | 298 |
|
|
2025
Q1 | $70.8K | Buy |
240
+53
| +28% | +$15.6K | ﹤0.01% | 352 |
|
|
2024
Q4 | $54.2K | Hold |
187
| – | – | ﹤0.01% | 397 |
|
|
2024
Q3 | $55.7K | Hold |
187
| – | – | ﹤0.01% | 393 |
|
|
2024
Q2 | $48.3K | Buy |
187
+35
| +23% | +$9.03K | ﹤0.01% | 415 |
|
|
2024
Q1 | $36.8K | Sell |
152
-60
| -28% | -$14.5K | ﹤0.01% | 426 |
|
|
2023
Q4 | $58K | Hold |
212
| – | – | ﹤0.01% | 353 |
|
|
2023
Q3 | $60.1K | Hold |
212
| – | – | ﹤0.01% | 322 |
|
|
2023
Q2 | $63.5K | Sell |
212
-75
| -26% | -$22.5K | ﹤0.01% | 298 |
|
|
2023
Q1 | $82.4K | Sell |
287
-86
| -23% | -$24.7K | 0.01% | 249 |
|
|
2022
Q4 | $115K | Sell |
373
-6
| -2% | -$1.85K | 0.01% | 217 |
|
|
2022
Q3 | $88K | Sell |
379
-7
| -2% | -$1.63K | 0.01% | 238 |
|
|
2022
Q2 | $93K | Buy |
386
+100
| +35% | +$24.1K | 0.01% | 217 |
|
|
2022
Q1 | $71K | Hold |
286
| – | – | 0.01% | 241 |
|
|
2021
Q4 | $87K | Hold |
286
| – | – | 0.01% | 215 |
|
|
2021
Q3 | $73K | Hold |
286
| – | – | 0.01% | 219 |
|
|
2021
Q2 | $82K | Hold |
286
| – | – | 0.01% | 202 |
|
|
2021
Q1 | $80K | Buy |
286
+80
| +39% | +$22.4K | 0.01% | 193 |
|
|
2020
Q4 | $56K | Buy |
206
+6
| +3% | +$1.63K | 0.01% | 189 |
|
|
2020
Q3 | $59K | Buy |
+200
| New | +$59K | 0.01% | 180 |
|