Congress Wealth Management’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 | $7.92M | Buy |
28,092
+8,977
| +47% | +$2.53M | 0.08% | 292 |
|
|
2025
Q1 | $5.64M | Buy |
19,115
+3,091
| +19% | +$912K | 0.07% | 312 |
|
|
2024
Q4 | $4.65M | Sell |
16,024
-297
| -2% | -$86.1K | 0.06% | 295 |
|
|
2024
Q3 | $4.86M | Buy |
16,321
+13,495
| +478% | +$4.02M | 0.06% | 299 |
|
|
2024
Q2 | $729K | Sell |
2,826
-4,111
| -59% | -$1.06M | 0.01% | 475 |
|
|
2024
Q1 | $1.68M | Sell |
6,937
-889
| -11% | -$215K | 0.03% | 330 |
|
|
2023
Q4 | $2.14M | Buy |
7,826
+3,876
| +98% | +$1.06M | 0.04% | 303 |
|
|
2023
Q3 | $1.12M | Sell |
3,950
-168
| -4% | -$47.6K | 0.02% | 358 |
|
|
2023
Q2 | $1.23M | Buy |
4,118
+41
| +1% | +$12.3K | 0.03% | 321 |
|
|
2023
Q1 | $1.17M | Sell |
4,077
-117
| -3% | -$33.6K | 0.03% | 323 |
|
|
2022
Q4 | $1.29M | Buy |
4,194
+942
| +29% | +$290K | 0.03% | 312 |
|
|
2022
Q3 | $758K | Sell |
3,252
-73
| -2% | -$17K | 0.02% | 359 |
|
|
2022
Q2 | $800K | Sell |
3,325
-168
| -5% | -$40.4K | 0.02% | 359 |
|
|
2022
Q1 | $872K | Sell |
3,493
-469
| -12% | -$117K | 0.02% | 373 |
|
|
2021
Q4 | $1.2M | Buy |
+3,962
| New | +$1.2M | 0.02% | 349 |
|