Buckingham Strategic Wealth’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $675K | Sell |
2,617
-117
| -4% | -$29.7K | 0.01% | 407 |
|
|
2024
Q1 | $662K | Sell |
2,734
-42
| -2% | -$10.3K | 0.01% | 407 |
|
|
2023
Q4 | $760K | Buy |
2,776
+236
| +9% | +$64.9K | 0.01% | 364 |
|
|
2023
Q3 | $720K | Sell |
2,540
-124
| -5% | -$36.4K | 0.01% | 346 |
|
|
2023
Q2 | $798K | Buy |
2,664
+116
| +5% | +$33K | 0.01% | 327 |
|
|
2023
Q1 | $785K | Hold |
2,548
| – | – | 0.01% | 303 |
|
|
2022
Q4 | $785K | Buy |
2,548
+39
| +2% | +$11K | 0.01% | 304 |
|
|
2022
Q3 | $584K | Sell |
2,509
-465
| -16% | -$115K | 0.01% | 334 |
|
|
2022
Q2 | $715K | Buy |
2,974
+179
| +6% | +$43.5K | 0.01% | 305 |
|
|
2022
Q1 | $698K | Buy |
2,795
+28
| +1% | +$7.2K | 0.01% | 306 |
|
|
2021
Q4 | $842K | Buy |
2,767
+149
| +6% | +$43.7K | 0.02% | 279 |
|
|
2021
Q3 | $670K | Buy |
2,618
+11
| +0.4% | +$3.04K | 0.01% | 305 |
|
|
2021
Q2 | $750K | Sell |
2,607
-122
| -4% | -$35.8K | 0.02% | 284 |
|
|
2021
Q1 | $768K | Sell |
2,729
-525
| -16% | -$143K | 0.04% | 262 |
|
|
2020
Q4 | $889K | Buy |
3,254
+2,087
| +179% | +$588K | 0.05% | 235 |
|
|
2020
Q3 | $348K | Sell |
1,167
-472
| -29% | -$136K | 0.03% | 334 |
|
|
2020
Q2 | $396K | Sell |
1,639
-839
| -34% | -$192K | 0.04% | 263 |
|
|
2020
Q1 | $495K | Buy |
2,478
+676
| +38% | +$154K | 0.05% | 250 |
|
|
2019
Q4 | $423K | Buy |
1,802
+300
| +20% | +$67.7K | 0.04% | 280 |
|
|
2019
Q3 | $333K | Sell |
1,502
-146
| -9% | -$32.8K | 0.04% | 302 |
|
|
2019
Q2 | $373K | Sell |
1,648
-4
| -0.2% | -$828 | 0.04% | 289 |
|
|
2019
Q1 | $315K | Sell |
1,652
-34
| -2% | -$5.85K | 0.04% | 306 |
|
|
2018
Q4 | $270K | Sell |
1,686
-141
| -8% | -$22.3K | 0.04% | 284 |
|
|
2018
Q3 | $305K | Sell |
1,827
-350
| -16% | -$57K | 0.05% | 265 |
|
|
2018
Q2 | $339K | Sell |
2,177
-197
| -8% | -$32.2K | 0.05% | 247 |
|
|
2018
Q1 | $378K | Buy |
+2,374
| New | +$391K | 0.07% | 199 |
|
|
2016
Q3 | – | Sell |
-1,739
| Closed | -$229K | – | 229 |
|
|
2016
Q2 | $229K | Buy |
+1,739
| New | +$232K | 0.08% | 198 |
|
Other funds holding APD
