Center for Financial Planning’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 | $536K | Buy |
1,902
+32
| +2% | +$9.03K | 0.06% | 99 |
|
|
2025
Q1 | $552K | Buy |
1,870
+131
| +8% | +$38.6K | 0.07% | 92 |
|
|
2024
Q4 | $504K | Buy |
1,739
+3
| +0.2% | +$870 | 0.07% | 93 |
|
|
2024
Q3 | $517K | Sell |
1,736
-323
| -16% | -$96.2K | 0.07% | 87 |
|
|
2024
Q2 | $531K | Buy |
2,059
+47
| +2% | +$12.1K | 0.08% | 85 |
|
|
2024
Q1 | $487K | Sell |
2,012
-17
| -0.8% | -$4.12K | 0.07% | 91 |
|
|
2023
Q4 | $556K | Buy |
2,029
+11
| +0.5% | +$3.01K | 0.1% | 76 |
|
|
2023
Q3 | $572K | Buy |
2,018
+72
| +4% | +$20.4K | 0.12% | 70 |
|
|
2023
Q2 | $583K | Buy |
1,946
+28
| +1% | +$8.39K | 0.12% | 72 |
|
|
2023
Q1 | $551K | Buy |
1,918
+19
| +1% | +$5.46K | 0.13% | 71 |
|
|
2022
Q4 | $585K | Buy |
1,899
+159
| +9% | +$49K | 0.14% | 67 |
|
|
2022
Q3 | $405K | Buy |
1,740
+120
| +7% | +$27.9K | 0.11% | 80 |
|
|
2022
Q2 | $390K | Sell |
1,620
-78
| -5% | -$18.8K | 0.1% | 84 |
|
|
2022
Q1 | $424K | Buy |
1,698
+48
| +3% | +$12K | 0.09% | 87 |
|
|
2021
Q4 | $502K | Buy |
1,650
+63
| +4% | +$19.2K | 0.1% | 82 |
|
|
2021
Q3 | $406K | Sell |
1,587
-33
| -2% | -$8.44K | 0.1% | 85 |
|
|
2021
Q2 | $466K | Buy |
1,620
+4
| +0.2% | +$1.15K | 0.11% | 82 |
|
|
2021
Q1 | $455K | Buy |
1,616
+194
| +14% | +$54.6K | 0.12% | 79 |
|
|
2020
Q4 | $389K | Buy |
1,422
+100
| +8% | +$27.4K | 0.11% | 78 |
|
|
2020
Q3 | $394K | Buy |
1,322
+17
| +1% | +$5.07K | 0.13% | 74 |
|
|
2020
Q2 | $315K | Buy |
1,305
+28
| +2% | +$6.76K | 0.11% | 82 |
|
|
2020
Q1 | $255K | Buy |
1,277
+55
| +5% | +$11K | 0.09% | 94 |
|
|
2019
Q4 | $287K | Buy |
+1,222
| New | +$287K | 0.07% | 95 |
|