Bragg Financial 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 | $9.06M | Buy |
32,135
+387
| +1% | +$109K | 0.32% | 107 |
|
|
2025
Q1 | $9.36M | Sell |
31,748
-275
| -0.9% | -$81.1K | 0.39% | 97 |
|
|
2024
Q4 | $9.29M | Sell |
32,023
-940
| -3% | -$273K | 0.38% | 102 |
|
|
2024
Q3 | $9.81M | Buy |
32,963
+703
| +2% | +$209K | 0.4% | 96 |
|
|
2024
Q2 | $8.32M | Buy |
32,260
+555
| +2% | +$143K | 0.37% | 99 |
|
|
2024
Q1 | $7.68M | Buy |
31,705
+648
| +2% | +$157K | 0.34% | 105 |
|
|
2023
Q4 | $8.5M | Sell |
31,057
-128
| -0.4% | -$35K | 0.4% | 96 |
|
|
2023
Q3 | $8.84M | Sell |
31,185
-85
| -0.3% | -$24.1K | 0.47% | 84 |
|
|
2023
Q2 | $9.37M | Buy |
31,270
+335
| +1% | +$100K | 0.51% | 82 |
|
|
2023
Q1 | $8.88M | Sell |
30,935
-110
| -0.4% | -$31.6K | 0.52% | 83 |
|
|
2022
Q4 | $9.57M | Sell |
31,045
-115
| -0.4% | -$35.5K | 0.58% | 70 |
|
|
2022
Q3 | $7.25M | Buy |
31,160
+368
| +1% | +$85.6K | 0.5% | 85 |
|
|
2022
Q2 | $7.41M | Buy |
30,792
+1,006
| +3% | +$242K | 0.49% | 88 |
|
|
2022
Q1 | $7.44M | Buy |
29,786
+1,290
| +5% | +$322K | 0.43% | 92 |
|
|
2021
Q4 | $7.3M | Hold |
28,496
| – | – | 0.47% | 85 |
|
|
2021
Q3 | $7.3M | Buy |
28,496
+116
| +0.4% | +$29.7K | 0.47% | 85 |
|
|
2021
Q2 | $8.17M | Buy |
28,380
+614
| +2% | +$177K | 0.52% | 79 |
|
|
2021
Q1 | $7.81M | Sell |
27,766
-96
| -0.3% | -$27K | 0.53% | 77 |
|
|
2020
Q4 | $7.61M | Sell |
27,862
-544
| -2% | -$149K | 0.67% | 59 |
|
|
2020
Q3 | $8.46M | Sell |
28,406
-2,752
| -9% | -$820K | 0.87% | 42 |
|
|
2020
Q2 | $7.52M | Sell |
31,158
-804
| -3% | -$194K | 0.84% | 40 |
|
|
2020
Q1 | $6.38M | Buy |
31,962
+256
| +0.8% | +$51.1K | 0.86% | 41 |
|
|
2019
Q4 | $7.45M | Buy |
31,706
+498
| +2% | +$117K | 0.83% | 38 |
|
|
2019
Q3 | $6.92M | Buy |
31,208
+380
| +1% | +$84.3K | 0.84% | 39 |
|
|
2019
Q2 | $6.98M | Sell |
30,828
-212
| -0.7% | -$48K | 0.86% | 38 |
|
|
2019
Q1 | $5.93M | Buy |
31,040
+188
| +0.6% | +$35.9K | 0.77% | 44 |
|
|
2018
Q4 | $4.94M | Sell |
30,852
-82
| -0.3% | -$13.1K | 0.74% | 45 |
|
|
2018
Q3 | $5.17M | Buy |
30,934
+624
| +2% | +$104K | 0.69% | 48 |
|
|
2018
Q2 | $4.72M | Buy |
30,310
+830
| +3% | +$129K | 0.67% | 49 |
|
|
2018
Q1 | $4.69M | Buy |
29,480
+10
| +0% | +$1.59K | 0.69% | 48 |
|
|
2017
Q4 | $4.84M | Buy |
29,470
+390
| +1% | +$64K | 0.69% | 52 |
|
|
2017
Q3 | $4.4M | Sell |
29,080
-3
| -0% | -$454 | 0.67% | 54 |
|
|
2017
Q2 | $4.16M | Buy |
29,083
+51
| +0.2% | +$7.3K | 0.66% | 53 |
|
|
2017
Q1 | $3.93M | Buy |
29,032
+298
| +1% | +$40.3K | 0.63% | 61 |
|
|
2016
Q4 | $4.13M | Sell |
28,734
-2,476
| -8% | -$356K | 0.68% | 58 |
|
|
2016
Q3 | $4.34M | Sell |
31,210
-425
| -1% | -$59.1K | 0.78% | 41 |
|
|
2016
Q2 | $4.16M | Sell |
31,635
-1,304
| -4% | -$171K | 0.75% | 41 |
|
|
2016
Q1 | $4.39M | Buy |
32,939
+97
| +0.3% | +$12.9K | 0.84% | 34 |
|
|
2015
Q4 | $3.95M | Buy |
32,842
+216
| +0.7% | +$26K | 0.85% | 44 |
|
|
2015
Q3 | $3.85M | Buy |
32,626
+1,460
| +5% | +$172K | 0.92% | 37 |
|
|
2015
Q2 | $3.95M | Buy |
31,166
+248
| +0.8% | +$31.4K | 0.9% | 34 |
|
|
2015
Q1 | $4.33M | Buy |
30,918
+2,027
| +7% | +$284K | 1% | 29 |
|
|
2014
Q4 | $3.86M | Buy |
28,891
+21
| +0.1% | +$2.8K | 0.93% | 30 |
|
|
2014
Q3 | $3.48M | Sell |
28,870
-870
| -3% | -$105K | 0.88% | 33 |
|
|
2014
Q2 | $3.54M | Sell |
29,740
-82
| -0.3% | -$9.76K | 0.85% | 34 |
|
|
2014
Q1 | $3.28M | Sell |
29,822
-237
| -0.8% | -$26.1K | 0.8% | 39 |
|
|
2013
Q4 | $3.11M | Buy |
30,059
+140
| +0.5% | +$14.5K | 0.75% | 42 |
|
|
2013
Q3 | $2.95M | Buy |
29,919
+184
| +0.6% | +$18.1K | 0.77% | 41 |
|
|
2013
Q2 | $2.52M | Buy |
+29,735
| New | +$2.52M | 0.69% | 45 |
|