Clearstead 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 | $3.42M | Buy |
12,130
+903
| +8% | +$255K | 0.05% | 239 |
|
|
2025
Q1 | $3.31M | Sell |
11,227
-782
| -7% | -$231K | 0.05% | 227 |
|
|
2024
Q4 | $3.48M | Sell |
12,009
-1,406
| -10% | -$408K | 0.05% | 217 |
|
|
2024
Q3 | $3.99M | Buy |
13,415
+1,022
| +8% | +$304K | 0.06% | 206 |
|
|
2024
Q2 | $3.2M | Buy |
12,393
+5,225
| +73% | +$1.35M | 0.05% | 217 |
|
|
2024
Q1 | $1.79M | Sell |
7,168
-691
| -9% | -$173K | 0.09% | 163 |
|
|
2023
Q4 | $2.15M | Sell |
7,859
-7,637
| -49% | -$2.09M | 0.11% | 144 |
|
|
2023
Q3 | $4.39M | Buy |
15,496
+7,879
| +103% | +$2.23M | 0.13% | 133 |
|
|
2023
Q2 | $2.28M | Buy |
7,617
+437
| +6% | +$131K | 0.14% | 126 |
|
|
2023
Q1 | $2.06M | Buy |
7,180
+172
| +2% | +$49.4K | 0.15% | 118 |
|
|
2022
Q4 | $2.16M | Buy |
7,008
+472
| +7% | +$145K | 0.17% | 109 |
|
|
2022
Q3 | $1.52M | Buy |
6,536
+105
| +2% | +$24.4K | 0.14% | 130 |
|
|
2022
Q2 | $1.55M | Buy |
6,431
+115
| +2% | +$27.7K | 0.12% | 138 |
|
|
2022
Q1 | $1.58M | Buy |
6,316
+44
| +0.7% | +$11K | 0.11% | 146 |
|
|
2021
Q4 | $1.91M | Sell |
6,272
-162
| -3% | -$49.3K | 0.13% | 128 |
|
|
2021
Q3 | $1.65M | Buy |
6,434
+280
| +5% | +$71.7K | 0.12% | 128 |
|
|
2021
Q2 | $1.77M | Buy |
6,154
+33
| +0.5% | +$9.49K | 0.14% | 117 |
|
|
2021
Q1 | $1.72M | Sell |
6,121
-10
| -0.2% | -$2.81K | 0.14% | 117 |
|
|
2020
Q4 | $1.68M | Buy |
6,131
+88
| +1% | +$24K | 0.15% | 111 |
|
|
2020
Q3 | $1.8M | Sell |
6,043
-503
| -8% | -$150K | 0.19% | 97 |
|
|
2020
Q2 | $1.58M | Buy |
6,546
+3,326
| +103% | +$803K | 0.18% | 97 |
|
|
2020
Q1 | $643K | Sell |
3,220
-652
| -17% | -$130K | 0.09% | 139 |
|
|
2019
Q4 | $910K | Buy |
3,872
+758
| +24% | +$178K | 0.11% | 134 |
|
|
2019
Q3 | $691K | Buy |
3,114
+37
| +1% | +$8.21K | 0.09% | 141 |
|
|
2019
Q2 | $696K | Buy |
3,077
+810
| +36% | +$183K | 0.09% | 140 |
|
|
2019
Q1 | $433K | Buy |
2,267
+318
| +16% | +$60.7K | 0.06% | 180 |
|
|
2018
Q4 | $312K | Buy |
1,949
+475
| +32% | +$76K | 0.05% | 199 |
|
|
2018
Q3 | $246K | Buy |
+1,474
| New | +$246K | 0.03% | 208 |
|
|
2018
Q2 | – | Sell |
-1,309
| Closed | -$209K | – | 221 |
|
|
2018
Q1 | $209K | Buy |
1,309
+83
| +7% | +$13.3K | 0.03% | 214 |
|
|
2017
Q4 | $201K | Buy |
+1,226
| New | +$201K | 0.03% | 219 |
|