Concord Wealth Partners’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 | $352K | Buy |
1,248
+235
| +23% | +$66.3K | 0.05% | 164 |
|
|
2025
Q1 | $299K | Sell |
1,013
-18
| -2% | -$5.31K | 0.05% | 168 |
|
|
2024
Q4 | $299K | Sell |
1,031
-187
| -15% | -$54.3K | 0.05% | 173 |
|
|
2024
Q3 | $363K | Buy |
1,218
+145
| +14% | +$43.2K | 0.06% | 156 |
|
|
2024
Q2 | $277K | Sell |
1,073
-736
| -41% | -$190K | 0.05% | 169 |
|
|
2024
Q1 | $438K | Sell |
1,809
-1,359
| -43% | -$329K | 0.08% | 152 |
|
|
2023
Q4 | $867K | Buy |
3,168
+139
| +5% | +$38.1K | 0.17% | 99 |
|
|
2023
Q3 | $858K | Buy |
3,029
+1,118
| +59% | +$317K | 0.18% | 84 |
|
|
2023
Q2 | $572K | Buy |
1,911
+18
| +1% | +$5.39K | 0.12% | 104 |
|
|
2023
Q1 | $544K | Sell |
1,893
-301
| -14% | -$86.4K | 0.15% | 82 |
|
|
2022
Q4 | $676K | Sell |
2,194
-372
| -14% | -$115K | 0.2% | 67 |
|
|
2022
Q3 | $597K | Buy |
2,566
+254
| +11% | +$59.1K | 0.19% | 76 |
|
|
2022
Q2 | $556K | Buy |
2,312
+501
| +28% | +$120K | 0.15% | 92 |
|
|
2022
Q1 | $453K | Buy |
1,811
+662
| +58% | +$166K | 0.12% | 110 |
|
|
2021
Q4 | $350K | Buy |
1,149
+847
| +280% | +$258K | 0.09% | 125 |
|
|
2021
Q3 | $77K | Sell |
302
-333
| -52% | -$84.9K | 0.03% | 160 |
|
|
2021
Q2 | $183K | Sell |
635
-46
| -7% | -$13.3K | 0.05% | 149 |
|
|
2021
Q1 | $192K | Buy |
681
+678
| +22,600% | +$191K | 0.06% | 136 |
|
|
2020
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 596 |
|