Central Valley Advisors’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 | – | Sell |
-5,716
| Closed | -$1.69M | – | 135 |
|
|
2025
Q1 | $1.69M | Sell |
5,716
-829
| -13% | -$245K | 0.64% | 49 |
|
|
2024
Q4 | $1.9M | Buy |
6,545
+172
| +3% | +$49.9K | 0.86% | 29 |
|
|
2024
Q3 | $1.9M | Buy |
6,373
+154
| +2% | +$45.9K | 1.07% | 26 |
|
|
2024
Q2 | $1.61M | Buy |
6,219
+100
| +2% | +$25.9K | 0.69% | 42 |
|
|
2024
Q1 | $1.48M | Buy |
6,119
+605
| +11% | +$147K | 0.77% | 36 |
|
|
2023
Q4 | $1.51M | Buy |
+5,514
| New | +$1.51M | 0.89% | 30 |
|