BFA
Brendel Financial Advisors’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Sell |
1,299
-11,008
| -89% | -$3.1M | 0.21% | 71 |
|
|
2025
Q1 | $3.63M | Buy |
12,307
+38
| +0.3% | +$11.2K | 2.21% | 14 |
|
|
2024
Q4 | $3.56M | Sell |
12,269
-403
| -3% | -$117K | 2.15% | 14 |
|
|
2024
Q3 | $3.77M | Buy |
12,672
+270
| +2% | +$80.4K | 2.14% | 15 |
|
|
2024
Q2 | $3.2M | Buy |
12,402
+11,043
| +813% | +$2.85M | 2.03% | 17 |
|
|
2024
Q1 | $329K | Sell |
1,359
-255
| -16% | -$61.7K | 0.38% | 46 |
|
|
2023
Q4 | $442K | Buy |
+1,614
| New | +$442K | 0.29% | 65 |
|
|
2023
Q2 | – | Sell |
-8,084
| Closed | -$2.32M | – | 52 |
|
|
2023
Q1 | $2.32M | Buy |
+8,084
| New | +$2.32M | 1.72% | 23 |
|
|
2022
Q3 | – | Sell |
-1,937
| Closed | -$466K | – | 44 |
|
|
2022
Q2 | $466K | Hold |
1,937
| – | – | 0.41% | 62 |
|
|
2022
Q1 | $484K | Hold |
1,937
| – | – | 0.26% | 73 |
|
|
2021
Q4 | $589K | Buy |
+1,937
| New | +$589K | 0.31% | 63 |
|
|
2021
Q3 | – | Sell |
-1,937
| Closed | -$557K | – | 72 |
|
|
2021
Q2 | $557K | Sell |
1,937
-1,089
| -36% | -$313K | 0.31% | 69 |
|
|
2021
Q1 | $851K | Hold |
3,026
| – | – | 0.57% | 50 |
|
|
2020
Q4 | $827K | Sell |
3,026
-182
| -6% | -$49.7K | 0.56% | 45 |
|
|
2020
Q3 | $956K | Sell |
3,208
-1,496
| -32% | -$446K | 0.76% | 38 |
|
|
2020
Q2 | $1.14M | Buy |
4,704
+321
| +7% | +$77.5K | 0.98% | 35 |
|
|
2020
Q1 | $875K | Buy |
4,383
+9
| +0.2% | +$1.8K | 1.03% | 29 |
|
|
2019
Q4 | $1.03M | Buy |
4,374
+876
| +25% | +$206K | 0.87% | 36 |
|
|
2019
Q3 | $776K | Buy |
3,498
+72
| +2% | +$16K | 0.7% | 44 |
|
|
2019
Q2 | $776K | Buy |
3,426
+1,526
| +80% | +$346K | 0.75% | 40 |
|
|
2019
Q1 | $363K | Sell |
1,900
-1,388
| -42% | -$265K | 0.33% | 62 |
|
|
2018
Q4 | $526K | Buy |
+3,288
| New | +$526K | 0.6% | 50 |
|