Briaud Financial Planning’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 | $581K | Buy |
2,061
+7
| +0.3% | +$1.97K | 0.23% | 16 |
|
|
2025
Q1 | $603K | Sell |
2,054
-487
| -19% | -$143K | 0.24% | 15 |
|
|
2024
Q4 | $737K | Sell |
2,541
-425
| -14% | -$123K | 0.3% | 13 |
|
|
2024
Q3 | $885K | Sell |
2,966
-985
| -25% | -$294K | 0.46% | 9 |
|
|
2024
Q2 | $1.02M | Buy |
3,951
+16
| +0.4% | +$4.13K | 0.59% | 9 |
|
|
2024
Q1 | $954K | Buy |
+3,935
| New | +$954K | 0.54% | 8 |
|
|
2023
Q4 | – | Sell |
-3,817
| Closed | -$1.08M | – | 22 |
|
|
2023
Q3 | $1.08M | Buy |
3,817
+14
| +0.4% | +$3.97K | 0.88% | 10 |
|
|
2023
Q2 | $1.14M | Buy |
3,803
+13
| +0.3% | +$3.89K | 1.08% | 9 |
|
|
2023
Q1 | $1.09M | Buy |
3,790
+279
| +8% | +$80.1K | 1.03% | 9 |
|
|
2022
Q4 | $1.08M | Buy |
3,511
+95
| +3% | +$29.3K | 0.88% | 8 |
|
|
2022
Q3 | $869K | Buy |
3,416
+35
| +1% | +$8.9K | 0.77% | 9 |
|
|
2022
Q2 | $813K | Buy |
3,381
+13
| +0.4% | +$3.13K | 0.53% | 11 |
|
|
2022
Q1 | $841K | Buy |
3,368
+15
| +0.4% | +$3.75K | 0.48% | 11 |
|
|
2021
Q4 | $1.02M | Sell |
3,353
-5,874
| -64% | -$1.79M | 0.55% | 10 |
|
|
2021
Q3 | $1.93M | Buy |
9,227
+6,308
| +216% | +$1.32M | 1.27% | 8 |
|
|
2021
Q2 | $839K | Sell |
2,919
-6,481
| -69% | -$1.86M | 0.56% | 9 |
|
|
2021
Q1 | $2.2M | Buy |
9,400
+5,376
| +134% | +$1.26M | 1.62% | 8 |
|
|
2020
Q4 | $2K | Sell |
4,024
-4,875
| -55% | -$2.43K | 1.28% | 8 |
|
|
2020
Q3 | $2.21M | Sell |
8,899
-389
| -4% | -$96.4K | 1.59% | 6 |
|
|
2020
Q2 | $1.77M | Buy |
9,288
+13
| +0.1% | +$2.47K | 1.35% | 6 |
|
|
2020
Q1 | $1.49M | Sell |
9,275
-12
| -0.1% | -$1.92K | 2.13% | 5 |
|
|
2019
Q4 | $1.71M | Buy |
+9,287
| New | +$1.71M | 1.74% | 7 |
|