CFS Investment Advisory Services’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 | $1.55M | Sell |
5,504
-186
| -3% | -$52.4K | 0.13% | 137 |
|
2025
Q1 | $1.68M | Sell |
5,690
-100
| -2% | -$29.5K | 0.15% | 122 |
|
2024
Q4 | $1.68M | Buy |
5,790
+5
| +0.1% | +$1.45K | 0.15% | 119 |
|
2024
Q3 | $1.72M | Buy |
+5,785
| New | +$1.72M | 0.14% | 115 |
|
2024
Q2 | – | Sell |
-6,113
| Closed | -$1.48M | – | 269 |
|
2024
Q1 | $1.48M | Sell |
6,113
-314
| -5% | -$76.1K | 0.25% | 62 |
|
2023
Q4 | $1.76M | Sell |
6,427
-131
| -2% | -$35.9K | 0.32% | 52 |
|
2023
Q3 | $1.86M | Buy |
+6,558
| New | +$1.86M | 0.3% | 60 |
|
2022
Q3 | – | Sell |
-7,208
| Closed | -$1.73M | – | 242 |
|
2022
Q2 | $1.73M | Sell |
7,208
-1,804,390
| -100% | -$434M | 0.27% | 82 |
|
2022
Q1 | $7K | Buy |
1,811,598
+1,804,362
| +24,936% | +$6.97K | 0.03% | 180 |
|
2021
Q4 | $2.04M | Sell |
7,236
-155
| -2% | -$43.7K | 0.27% | 81 |
|
2021
Q3 | $1.89M | Buy |
+7,391
| New | +$1.89M | 0.26% | 92 |
|
2020
Q4 | $2.11M | Buy |
+7,717
| New | +$2.11M | 0.34% | 66 |
|