Choate Investment 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 | $2.04M | Buy |
7,235
+1,409
| +24% | +$397K | 0.04% | 137 |
|
|
2025
Q1 | $1.72M | Sell |
5,826
-17
| -0.3% | -$5.01K | 0.04% | 143 |
|
|
2024
Q4 | $1.69M | Sell |
5,843
-10
| -0.2% | -$2.9K | 0.04% | 151 |
|
|
2024
Q3 | $1.74M | Sell |
5,853
-247
| -4% | -$73.5K | 0.04% | 149 |
|
|
2024
Q2 | $1.57M | Sell |
6,100
-36
| -0.6% | -$9.29K | 0.04% | 149 |
|
|
2024
Q1 | $1.49M | Buy |
6,136
+680
| +12% | +$165K | 0.04% | 160 |
|
|
2023
Q4 | $1.49M | Buy |
5,456
+1,007
| +23% | +$276K | 0.05% | 148 |
|
|
2023
Q3 | $1.26M | Buy |
4,449
+1,009
| +29% | +$286K | 0.05% | 137 |
|
|
2023
Q2 | $1.03M | Buy |
3,440
+1,404
| +69% | +$421K | 0.04% | 139 |
|
|
2023
Q1 | $585K | Hold |
2,036
| – | – | 0.03% | 171 |
|
|
2022
Q4 | $628K | Sell |
2,036
-95
| -4% | -$29.3K | 0.04% | 161 |
|
|
2022
Q3 | $496K | Sell |
2,131
-28
| -1% | -$6.52K | 0.03% | 162 |
|
|
2022
Q2 | $519K | Sell |
2,159
-219
| -9% | -$52.6K | 0.03% | 165 |
|
|
2022
Q1 | $594K | Sell |
2,378
-950
| -29% | -$237K | 0.03% | 181 |
|
|
2021
Q4 | $1.01M | Buy |
3,328
+79
| +2% | +$24K | 0.06% | 139 |
|
|
2021
Q3 | $832K | Buy |
3,249
+125
| +4% | +$32K | 0.05% | 142 |
|
|
2021
Q2 | $899K | Buy |
3,124
+264
| +9% | +$76K | 0.05% | 137 |
|
|
2021
Q1 | $805K | Buy |
2,860
+921
| +47% | +$259K | 0.05% | 141 |
|
|
2020
Q4 | $529K | Sell |
1,939
-28
| -1% | -$7.64K | 0.03% | 159 |
|
|
2020
Q3 | $586K | Hold |
1,967
| – | – | 0.04% | 141 |
|
|
2020
Q2 | $475K | Sell |
1,967
-167
| -8% | -$40.3K | 0.03% | 152 |
|
|
2020
Q1 | $426K | Sell |
2,134
-93
| -4% | -$18.6K | 0.03% | 161 |
|
|
2019
Q4 | $523K | Hold |
2,227
| – | – | 0.03% | 157 |
|
|
2019
Q3 | $494K | Buy |
2,227
+21
| +1% | +$4.66K | 0.03% | 160 |
|
|
2019
Q2 | $499K | Sell |
2,206
-196
| -8% | -$44.3K | 0.03% | 159 |
|
|
2019
Q1 | $459K | Buy |
2,402
+669
| +39% | +$128K | 0.03% | 167 |
|
|
2018
Q4 | $277K | Sell |
1,733
-674
| -28% | -$108K | 0.02% | 190 |
|
|
2018
Q3 | $402K | Buy |
2,407
+802
| +50% | +$134K | 0.02% | 150 |
|
|
2018
Q2 | $250K | Sell |
1,605
-1,016
| -39% | -$158K | 0.01% | 204 |
|
|
2018
Q1 | $417K | Sell |
2,621
-3
| -0.1% | -$477 | 0.02% | 179 |
|
|
2017
Q4 | $431K | Buy |
2,624
+198
| +8% | +$32.5K | 0.02% | 180 |
|
|
2017
Q3 | $367K | Buy |
2,426
+308
| +15% | +$46.6K | 0.02% | 196 |
|
|
2017
Q2 | $303K | Hold |
2,118
| – | – | 0.02% | 205 |
|
|
2017
Q1 | $287K | Hold |
2,118
| – | – | 0.02% | 210 |
|
|
2016
Q4 | $305K | Sell |
2,118
-172
| -8% | -$24.7K | 0.02% | 199 |
|
|
2016
Q3 | $318K | Buy |
+2,290
| New | +$318K | 0.02% | 190 |
|
|
2016
Q1 | – | Sell |
-9,659
| Closed | -$1.29M | – | 246 |
|
|
2015
Q4 | $1.29M | Buy |
+9,659
| New | +$1.29M | 0.09% | 105 |
|
|
2015
Q2 | – | Sell |
-9,659
| Closed | -$1.35M | – | 255 |
|
|
2015
Q1 | $1.35M | Hold |
9,659
| – | – | 0.08% | 99 |
|
|
2014
Q4 | $1.29M | Buy |
9,659
+939
| +11% | +$125K | 0.08% | 104 |
|
|
2014
Q3 | $1.05M | Hold |
8,720
| – | – | 0.06% | 116 |
|
|
2014
Q2 | $1.04M | Hold |
8,720
| – | – | 0.06% | 121 |
|
|
2014
Q1 | $960K | Hold |
8,720
| – | – | 0.06% | 129 |
|
|
2013
Q4 | $902K | Sell |
8,720
-76
| -0.9% | -$7.86K | 0.06% | 126 |
|
|
2013
Q3 | $867K | Buy |
8,796
+132
| +2% | +$13K | 0.06% | 127 |
|
|
2013
Q2 | $734K | Buy |
+8,664
| New | +$734K | 0.06% | 133 |
|