Capital Analysts LLC’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 | $11.8M | Buy |
41,951
+3,099
| +8% | +$874K | 0.39% | 59 |
|
|
2025
Q1 | $11.5M | Buy |
38,852
+1,947
| +5% | +$574K | 0.43% | 55 |
|
|
2024
Q4 | $10.7M | Buy |
36,905
+1,558
| +4% | +$452K | 0.43% | 51 |
|
|
2024
Q3 | $10.5M | Buy |
35,347
+1,063
| +3% | +$316K | 0.43% | 56 |
|
|
2024
Q2 | $8.85M | Buy |
34,284
+1,727
| +5% | +$446K | 0.39% | 62 |
|
|
2024
Q1 | $7.89M | Buy |
32,557
+1,808
| +6% | +$438K | 0.37% | 65 |
|
|
2023
Q4 | $8.42M | Buy |
30,749
+402
| +1% | +$110K | 0.42% | 53 |
|
|
2023
Q3 | $8.6M | Buy |
30,347
+2,020
| +7% | +$572K | 0.48% | 42 |
|
|
2023
Q2 | $8.49M | Buy |
28,327
+1,499
| +6% | +$449K | 0.47% | 39 |
|
|
2023
Q1 | $7.71M | Buy |
26,828
+623
| +2% | +$179K | 0.44% | 47 |
|
|
2022
Q4 | $8.08M | Buy |
26,205
+559
| +2% | +$172K | 0.49% | 38 |
|
|
2022
Q3 | $5.97M | Buy |
25,646
+1,700
| +7% | +$396K | 0.41% | 54 |
|
|
2022
Q2 | $5.76M | Buy |
23,946
+1,260
| +6% | +$303K | 0.4% | 56 |
|
|
2022
Q1 | $5.67M | Buy |
22,686
+1,345
| +6% | +$336K | 0.36% | 63 |
|
|
2021
Q4 | $6.49M | Buy |
21,341
+605
| +3% | +$184K | 0.39% | 53 |
|
|
2021
Q3 | $5.31M | Buy |
20,736
+563
| +3% | +$144K | 0.35% | 59 |
|
|
2021
Q2 | $5.8M | Buy |
20,173
+808
| +4% | +$232K | 0.39% | 53 |
|
|
2021
Q1 | $5.45M | Buy |
19,365
+200
| +1% | +$56.3K | 0.38% | 51 |
|
|
2020
Q4 | $5.24M | Buy |
19,165
+240
| +1% | +$65.6K | 0.46% | 43 |
|
|
2020
Q3 | $5.64M | Sell |
18,925
-766
| -4% | -$228K | 0.54% | 31 |
|
|
2020
Q2 | $4.76M | Sell |
19,691
-865
| -4% | -$209K | 0.5% | 33 |
|
|
2020
Q1 | $4.1M | Buy |
20,556
+81
| +0.4% | +$16.2K | 0.5% | 35 |
|
|
2019
Q4 | $4.81M | Sell |
20,475
-188
| -0.9% | -$44.2K | 0.48% | 40 |
|
|
2019
Q3 | $4.58M | Sell |
20,663
-166
| -0.8% | -$36.8K | 0.48% | 41 |
|
|
2019
Q2 | $4.72M | Sell |
20,829
-1,299
| -6% | -$294K | 0.51% | 41 |
|
|
2019
Q1 | $4.23M | Buy |
22,128
+21,777
| +6,204% | +$4.16M | 0.49% | 41 |
|
|
2018
Q4 | $56K | Buy |
351
+103
| +42% | +$16.4K | 0.01% | 304 |
|
|
2018
Q3 | $42K | Hold |
248
| – | – | ﹤0.01% | 336 |
|
|
2018
Q2 | $39K | Buy |
248
+1
| +0.4% | +$157 | ﹤0.01% | 353 |
|
|
2018
Q1 | $39K | Hold |
247
| – | – | ﹤0.01% | 339 |
|
|
2017
Q4 | $41K | Buy |
247
+66
| +36% | +$11K | 0.01% | 324 |
|
|
2017
Q3 | $27K | Hold |
181
| – | – | ﹤0.01% | 341 |
|
|
2017
Q2 | $25.9K | Buy |
+181
| New | +$25.9K | ﹤0.01% | 345 |
|
|
2016
Q3 | – | Sell |
-16,366
| Closed | -$2.15M | – | 392 |
|
|
2016
Q2 | $2.15M | Buy |
16,366
+16,173
| +8,380% | +$2.13M | 0.43% | 68 |
|
|
2016
Q1 | $25.8K | Buy |
+193
| New | +$25.8K | 0.01% | 316 |
|