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Centerpoint Advisors’s Air Products & Chemicals APD Stock Holding History

Centerpoint Advisors’s Portfolio APD Stock Details APD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$694K Hold
2,459
– – 0.24% 42
2025
Q1 		$725K Sell
2,459
-62
-2% -$18.3K 0.27% 40
2024
Q4 		$731K Sell
2,521
-241
-9% -$69.9K 0.26% 41
2024
Q3 		$822K Sell
2,762
-124
-4% -$36.9K 0.29% 41
2024
Q2 		$745K Buy
2,886
+62
+2% +$16K 0.27% 41
2024
Q1 		$684K Sell
2,824
-86
-3% -$20.8K 0.26% 41
2023
Q4 		$797K Sell
2,910
-145
-5% -$39.7K 0.31% 39
2023
Q3 		$866K Hold
3,055
– – 0.37% 36
2023
Q2 		$915K Hold
3,055
– – 0.37% 33
2023
Q1 		$877K Sell
3,055
-15
-0.5% -$4.31K 0.38% 36
2022
Q4 		$946K Buy
3,070
+124
+4% +$38.2K 0.44% 30
2022
Q3 		$686K Sell
2,946
-45
-2% -$10.5K 0.36% 33
2022
Q2 		$719K Hold
2,991
– – 0.37% 33
2022
Q1 		$747K Sell
2,991
-21
-0.7% -$5.25K 0.34% 33
2021
Q4 		$916K Hold
3,012
– – 0.4% 33
2021
Q3 		$771K Hold
3,012
– – 0.37% 33
2021
Q2 		$866K Buy
3,012
+1,500
+99% +$431K 0.41% 30
2021
Q1 		$425K Hold
1,512
– – 0.25% 32
2020
Q4 		$413K Hold
1,512
– – 0.27% 31
2020
Q3 		$450K Hold
1,512
– – 0.34% 30
2020
Q2 		$365K Hold
1,512
– – 0.3% 34
2020
Q1 		$302K Sell
1,512
-400
-21% -$79.9K 0.3% 29
2019
Q4 		$449K Sell
1,912
-173
-8% -$40.6K 0.33% 28
2019
Q3 		$463K Hold
2,085
– – 0.37% 27
2019
Q2 		$472K Hold
2,085
– – 0.38% 26
2019
Q1 		$398K Hold
2,085
– – 0.34% 29
2018
Q4 		$334K Sell
2,085
-53
-2% -$8.49K 0.32% 28
2018
Q3 		$357K Hold
2,138
– – 0.28% 27
2018
Q2 		$333K Hold
2,138
– – 0.28% 26
2018
Q1 		$340K Buy
2,138
+415
+24% +$66K 0.3% 25
2017
Q4 		$283K Buy
+1,723
New +$283K 0.25% 25