Carson 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 | $275K | Buy |
975
+22
| +2% | +$6.2K | 0.17% | 126 |
|
|
2025
Q1 | $281K | Buy |
953
+1
| +0.1% | +$295 | 0.19% | 125 |
|
|
2024
Q4 | $276K | Sell |
952
-41
| -4% | -$11.9K | 0.19% | 126 |
|
|
2024
Q3 | $296K | Sell |
993
-1
| -0.1% | -$298 | 0.19% | 129 |
|
|
2024
Q2 | $256K | Buy |
994
+64
| +7% | +$16.5K | 0.18% | 133 |
|
|
2024
Q1 | $225K | Buy |
930
+20
| +2% | +$4.85K | 0.16% | 152 |
|
|
2023
Q4 | $249K | Sell |
910
-203
| -18% | -$55.6K | 0.19% | 128 |
|
|
2023
Q3 | $315K | Sell |
1,113
-15
| -1% | -$4.25K | 0.28% | 99 |
|
|
2023
Q2 | $338K | Sell |
1,128
-4
| -0.4% | -$1.2K | 0.29% | 99 |
|
|
2023
Q1 | $325K | Sell |
1,132
-59
| -5% | -$16.9K | 0.29% | 93 |
|
|
2022
Q4 | $367K | Sell |
1,191
-20
| -2% | -$6.17K | 0.35% | 75 |
|
|
2022
Q3 | $282K | Buy |
1,211
+368
| +44% | +$85.7K | 0.31% | 84 |
|
|
2022
Q2 | $203K | Buy |
843
+1
| +0.1% | +$241 | 0.23% | 115 |
|
|
2022
Q1 | $211K | Buy |
842
+3
| +0.4% | +$752 | 0.21% | 122 |
|
|
2021
Q4 | $255K | Buy |
+839
| New | +$255K | 0.26% | 103 |
|