Bragg Financial Advisors’s Air Products & Chemicals APD Stock Holding History

Bragg Financial Advisors’s Portfolio APD Stock Details APD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.15M	Sell	17,715 -5,389	-23%	-$1.49M	0.16%	134
2025 Q4	$5.71M	Sell	23,104 -8,643	-27%	-$2.19M	0.19%	131
2025 Q3	$8.66M	Sell	31,747 -388	-1%	-$112K	0.29%	113
2025 Q2	$9.06M	Buy	32,135 +387	+1%	+$106K	0.32%	107
2025 Q1	$9.36M	Sell	31,748 -275	-0.9%	-$84.8K	0.39%	97
2024 Q4	$9.29M	Sell	32,023 -940	-3%	-$295K	0.38%	102
2024 Q3	$9.81M	Buy	32,963 +703	+2%	+$192K	0.4%	96
2024 Q2	$8.32M	Buy	32,260 +555	+2%	+$141K	0.37%	99
2024 Q1	$7.68M	Buy	31,705 +648	+2%	+$159K	0.34%	105
2023 Q4	$8.5M	Sell	31,057 -128	-0.4%	-$35.2K	0.4%	96
2023 Q3	$8.84M	Sell	31,185 -85	-0.3%	-$24.9K	0.47%	84
2023 Q2	$9.37M	Buy	31,270 +335	+1%	+$95.4K	0.51%	82
2023 Q1	$8.88M	Sell	30,935 -110	-0.4%	-$32.1K	0.52%	83
2022 Q4	$9.57M	Sell	31,045 -115	-0.4%	-$32.4K	0.58%	70
2022 Q3	$7.25M	Buy	31,160 +368	+1%	+$91.1K	0.5%	85
2022 Q2	$7.41M	Buy	30,792 +1,006	+3%	+$245K	0.49%	88
2022 Q1	$7.44M	Buy	29,786 +1,290	+5%	+$331K	0.43%	92
2021 Q4	$7.3M	Hold	28,496	–	–	0.47%	85
2021 Q3	$7.3M	Buy	28,496 +116	+0.4%	+$32.1K	0.47%	85
2021 Q2	$8.16M	Buy	28,380 +614	+2%	+$180K	0.52%	79
2021 Q1	$7.81M	Sell	27,766 -96	-0.3%	-$26.1K	0.53%	77
2020 Q4	$7.61M	Sell	27,862 -544	-2%	-$153K	0.67%	59
2020 Q3	$8.46M	Sell	28,406 -2,752	-9%	-$792K	0.87%	42
2020 Q2	$7.52M	Sell	31,158 -804	-3%	-$184K	0.84%	40
2020 Q1	$6.38M	Buy	31,962 +256	+0.8%	+$58.3K	0.86%	41
2019 Q4	$7.45M	Buy	31,706 +498	+2%	+$112K	0.83%	38
2019 Q3	$6.92M	Buy	31,208 +380	+1%	+$85.5K	0.84%	39
2019 Q2	$6.98M	Sell	30,828 -212	-0.7%	-$43.9K	0.86%	38
2019 Q1	$5.93M	Buy	31,040 +188	+0.6%	+$32.4K	0.77%	44
2018 Q4	$4.94M	Sell	30,852 -82	-0.3%	-$13K	0.74%	45
2018 Q3	$5.17M	Buy	30,934 +624	+2%	+$102K	0.69%	48
2018 Q2	$4.72M	Buy	30,310 +830	+3%	+$136K	0.67%	49
2018 Q1	$4.69M	Buy	29,480 +10	+0%	+$1.65K	0.69%	48
2017 Q4	$4.84M	Buy	29,470 +390	+1%	+$62.1K	0.69%	52
2017 Q3	$4.4M	Sell	29,080 -3	-0%	-$439	0.67%	54
2017 Q2	$4.16M	Buy	29,083 +51	+0.2%	+$7.25K	0.66%	53
2017 Q1	$3.93M	Buy	29,032 +298	+1%	+$42K	0.63%	61
2016 Q4	$4.13M	Sell	28,734 -2,476	-8%	-$347K	0.68%	58
2016 Q3	$4.34M	Sell	31,210 -425	-1%	-$58.9K	0.78%	41
2016 Q2	$4.16M	Sell	31,635 -1,304	-4%	-$174K	0.75%	41
2016 Q1	$4.39M	Buy	32,939 +97	+0.3%	+$11.7K	0.84%	34
2015 Q4	$3.95M	Buy	32,842 +216	+0.7%	+$27.2K	0.85%	44
2015 Q3	$3.85M	Buy	32,626 +1,460	+5%	+$186K	0.92%	37
2015 Q2	$3.94M	Buy	31,166 +248	+0.8%	+$33.8K	0.9%	34
2015 Q1	$4.33M	Buy	30,918 +2,027	+7%	+$280K	1%	29
2014 Q4	$3.85M	Buy	28,891 +21	+0.1%	+$2.66K	0.93%	30
2014 Q3	$3.48M	Sell	28,870 -870	-3%	-$106K	0.88%	33
2014 Q2	$3.54M	Sell	29,740 -82	-0.3%	-$9.15K	0.85%	34
2014 Q1	$3.28M	Sell	29,822 -237	-0.8%	-$25.1K	0.8%	39
2013 Q4	$3.11M	Buy	30,059 +140	+0.5%	+$14.1K	0.75%	42
2013 Q3	$2.95M	Buy	29,919 +184	+0.6%	+$17.5K	0.77%	41
2013 Q2	$2.52M	Buy	+29,735	New	+$2.5M	0.69%	45