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Concourse Financial Group Securities’s Air Products & Chemicals APD Stock Holding History

Concourse Financial Group Securities’s Portfolio APD Stock Details APD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,113
Closed -$1.31M – 114
2024
Q4 		$1.31M Buy
4,113
+34
+0.8% +$10.7K 0.07% 259
2024
Q3 		$1.21M Buy
4,079
+80
+2% +$21.9K 0.07% 268
2024
Q2 		$1.03M Buy
3,999
+187
+5% +$47.4K 0.06% 282
2024
Q1 		$930K Buy
3,812
+256
+7% +$62.7K 0.06% 310
2023
Q4 		$980K Buy
3,556
+472
+15% +$130K 0.07% 295
2023
Q3 		$879K Buy
3,084
+32
+1% +$9.39K 0.07% 284
2023
Q2 		$920K Buy
3,052
+281
+10% +$80K 0.07% 292
2023
Q1 		$801K Buy
2,771
+2,246
+428% +$655K 0.06% 314
2022
Q4 		$163K Buy
+525
New +$148K 0.01% 669
2022
Q3 		– Sell
-609
Closed -$151K – 2048
2022
Q2 		$148K Buy
609
+102
+20% +$24.8K 0.01% 683
2022
Q1 		$127K Sell
507
-166
-25% -$42.7K 0.01% 777
2021
Q4 		$206K Sell
673
-498
-43% -$146K 0.01% 718
2021
Q3 		$302K Buy
1,171
+81
+7% +$22.4K 0.02% 579
2021
Q2 		$315K Buy
1,090
+101
+10% +$29.6K 0.02% 577
2021
Q1 		$280K Sell
989
-191
-16% -$51.9K 0.02% 572
2020
Q4 		$324K Sell
1,180
-6
-0.5% -$1.69K 0.02% 475
2020
Q3 		$355K Sell
1,186
-103
-8% -$29.6K 0.03% 402
2020
Q2 		$313K Buy
1,289
+99
+8% +$22.6K 0.03% 406
2020
Q1 		$239K Buy
+1,190
New +$271K 0.03% 414
2019
Q3 		– Sell
-26
Closed -$5.85K – 1759
2019
Q2 		$6K Sell
26
-973
-97% -$201K ﹤0.01% 1640
2019
Q1 		$191K Sell
999
-93
-9% -$16K 0.02% 487
2018
Q4 		$175K Buy
1,092
+627
+135% +$99.4K 0.02% 466
2018
Q3 		$78K Buy
+465
New +$75.7K 0.02% 482

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concourse Financial Group Securities's APD Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Air Products & Chemicals (APD) in Q1 2025, closing a stake of 4,113 shares — an estimated $1.31M sold.

Concourse Financial Group Securities first reported a position in APD in Q3 2018 and held it in 23 quarters. The position peaked at $1.31M in Q4 2024. 1,790 funds tracked by Wall St. Rank hold APD as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Air Products & Chemicals position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 4,113 Air Products & Chemicals shares in Q1 2025, an estimated $1.31M.
  • Concourse Financial Group Securities first reported a position in Air Products & Chemicals in Q3 2018 and held it in 23 quarters.
  • Concourse Financial Group Securities's Air Products & Chemicals position peaked at $1.31M in Q4 2024.
  • 1,790 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.