CarsonAllaria Wealth Management’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 | $198K | Hold |
702
| – | – | 0.11% | 64 |
|
|
2025
Q1 | $207K | Buy |
702
+3
| +0.4% | +$886 | 0.12% | 64 |
|
|
2024
Q4 | $203K | Sell |
699
-78
| -10% | -$22.6K | 0.12% | 63 |
|
|
2024
Q3 | $232K | Buy |
777
+136
| +21% | +$40.5K | 0.13% | 61 |
|
|
2024
Q2 | $165K | Sell |
641
-31
| -5% | -$8K | 0.1% | 72 |
|
|
2024
Q1 | $163K | Sell |
672
-98
| -13% | -$23.8K | 0.1% | 74 |
|
|
2023
Q4 | $211K | Sell |
770
-31
| -4% | -$8.49K | 0.15% | 63 |
|
|
2023
Q3 | $227K | Buy |
801
+24
| +3% | +$6.81K | 0.18% | 56 |
|
|
2023
Q2 | $233K | Sell |
777
-15
| -2% | -$4.5K | 0.18% | 59 |
|
|
2023
Q1 | $228K | Buy |
792
+3
| +0.4% | +$862 | 0.19% | 60 |
|
|
2022
Q4 | $243K | Buy |
789
+86
| +12% | +$26.5K | 0.21% | 57 |
|
|
2022
Q3 | $164K | Buy |
703
+14
| +2% | +$3.27K | 0.15% | 71 |
|
|
2022
Q2 | $166K | Buy |
689
+683
| +11,383% | +$165K | 0.16% | 73 |
|
|
2022
Q1 | $2K | Hold |
6
| – | – | ﹤0.01% | 297 |
|
|
2021
Q4 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 311 |
|