Cape Investment Advisory’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 | $1.02M | Buy |
3,611
+41
| +1% | +$11.6K | 0.37% | 53 |
|
|
2025
Q1 | $1.05M | Sell |
3,570
-168
| -4% | -$49.5K | 0.42% | 48 |
|
|
2024
Q4 | $1.08M | Sell |
3,738
-28
| -0.7% | -$8.12K | 0.42% | 50 |
|
|
2024
Q3 | $1.12M | Sell |
3,766
-4
| -0.1% | -$1.19K | 0.45% | 48 |
|
|
2024
Q2 | $973K | Buy |
3,770
+30
| +0.8% | +$7.74K | 0.44% | 49 |
|
|
2024
Q1 | $906K | Buy |
3,740
+37
| +1% | +$8.96K | 0.42% | 51 |
|
|
2023
Q4 | $1.01M | Buy |
3,703
+89
| +2% | +$24.4K | 0.5% | 40 |
|
|
2023
Q3 | $1.02M | Buy |
3,614
+128
| +4% | +$36.3K | 0.58% | 36 |
|
|
2023
Q2 | $1.04M | Buy |
3,486
+95
| +3% | +$28.5K | 0.58% | 39 |
|
|
2023
Q1 | $974K | Buy |
+3,391
| New | +$974K | 0.59% | 37 |
|