Chase Investment Counsel’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
Q1
Sell
-1,633
Closed -$473K 123
2024
Q4
$473K Sell
1,633
-5
-0.3% -$1.45K 0.15% 97
2024
Q3
$487K Sell
1,638
-4
-0.2% -$1.19K 0.16% 92
2024
Q2
$423K Buy
1,642
+223
+16% +$57.4K 0.15% 100
2024
Q1
$343K Buy
1,419
+77
+6% +$18.6K 0.13% 114
2023
Q4
$367K Buy
+1,342
New +$367K 0.16% 105
2019
Q2
Sell
-1,831
Closed -$349K 97
2019
Q1
$349K Buy
1,831
+454
+33% +$86.5K 0.18% 75
2018
Q4
$220K Sell
1,377
-485
-26% -$77.5K 0.13% 87
2018
Q3
$311K Buy
1,862
+343
+23% +$57.3K 0.16% 73
2018
Q2
$236K Buy
+1,519
New +$236K 0.13% 78