Claro 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 |
-2,419
| Closed | -$713K | – | 381 |
|
|
2025
Q1 | $713K | Sell |
2,419
-190
| -7% | -$56K | 0.1% | 193 |
|
|
2024
Q4 | $757K | Sell |
2,609
-480
| -16% | -$139K | 0.1% | 184 |
|
|
2024
Q3 | $920K | Sell |
3,089
-277
| -8% | -$82.5K | 0.12% | 166 |
|
|
2024
Q2 | $869K | Buy |
3,366
+99
| +3% | +$25.5K | 0.14% | 154 |
|
|
2024
Q1 | $791K | Buy |
3,267
+401
| +14% | +$97.1K | 0.14% | 170 |
|
|
2023
Q4 | $785K | Sell |
2,866
-74
| -3% | -$20.3K | 0.17% | 134 |
|
|
2023
Q3 | $833K | Buy |
2,940
+131
| +5% | +$37.1K | 0.21% | 115 |
|
|
2023
Q2 | $841K | Buy |
2,809
+391
| +16% | +$117K | 0.21% | 116 |
|
|
2023
Q1 | $694K | Buy |
2,418
+191
| +9% | +$54.9K | 0.2% | 123 |
|
|
2022
Q4 | $687K | Buy |
2,227
+794
| +55% | +$245K | 0.22% | 109 |
|
|
2022
Q3 | $345K | Hold |
1,433
| – | – | 0.14% | 171 |
|
|
2022
Q2 | $345K | Buy |
1,433
+731
| +104% | +$176K | 0.14% | 171 |
|
|
2022
Q1 | $214K | Hold |
702
| – | – | 0.08% | 254 |
|
|
2021
Q4 | $214K | Buy |
+702
| New | +$214K | 0.08% | 254 |
|
|
2019
Q1 | – | Sell |
-395
| Closed | -$66K | – | 189 |
|
|
2018
Q4 | $66K | Buy |
+395
| New | +$66K | 0.05% | 294 |
|