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Cooper/Haims Advisors’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Hold |
715
| – | – | 0.1% | 81 |
|
|
2025
Q1 | $211K | Sell |
715
-45
| -6% | -$13.3K | 0.11% | 72 |
|
|
2024
Q4 | $220K | Buy |
760
+18
| +2% | +$5.22K | 0.13% | 71 |
|
|
2024
Q3 | $221K | Sell |
742
-37
| -5% | -$11K | 0.12% | 75 |
|
|
2024
Q2 | $201K | Buy |
+779
| New | +$201K | 0.11% | 80 |
|
|
2023
Q4 | – | Sell |
-708
| Closed | -$201K | – | 81 |
|
|
2023
Q3 | $201K | Sell |
708
-3
| -0.4% | -$850 | 0.16% | 72 |
|
|
2023
Q2 | $213K | Buy |
711
+3
| +0.4% | +$899 | 0.16% | 66 |
|
|
2023
Q1 | $203K | Hold |
708
| – | – | 0.16% | 67 |
|
|
2022
Q4 | $218K | Buy |
+708
| New | +$218K | 0.15% | 62 |
|
|
2022
Q1 | – | Sell |
-747
| Closed | -$227K | – | 80 |
|
|
2021
Q4 | $227K | Hold |
747
| – | – | 0.14% | 68 |
|
|
2021
Q3 | $215K | Hold |
747
| – | – | 0.13% | 71 |
|
|
2021
Q2 | $215K | Sell |
747
-50
| -6% | -$14.4K | 0.14% | 74 |
|
|
2021
Q1 | $224K | Hold |
797
| – | – | 0.16% | 68 |
|
|
2020
Q4 | $218K | Sell |
797
-50
| -6% | -$13.7K | 0.17% | 61 |
|
|
2020
Q3 | $252K | Hold |
847
| – | – | 0.21% | 49 |
|
|
2020
Q2 | $205K | Buy |
+847
| New | +$205K | 0.17% | 51 |
|
|
2020
Q1 | – | Sell |
-1,018
| Closed | -$239K | – | 45 |
|
|
2019
Q4 | $239K | Buy |
+1,018
| New | +$239K | 0.13% | 51 |
|
|
2019
Q3 | – | Sell |
-1,018
| Closed | -$230K | – | 52 |
|
|
2019
Q2 | $230K | Sell |
1,018
-1,000
| -50% | -$226K | 0.14% | 46 |
|
|
2019
Q1 | $385K | Hold |
2,018
| – | – | 0.25% | 29 |
|
|
2018
Q4 | $323K | Buy |
2,018
+7
| +0.3% | +$1.12K | 0.22% | 36 |
|
|
2018
Q3 | $336K | Hold |
2,011
| – | – | 0.23% | 34 |
|
|
2018
Q2 | $313K | Hold |
2,011
| – | – | 0.23% | 33 |
|
|
2018
Q1 | $320K | Hold |
2,011
| – | – | 0.28% | 33 |
|
|
2017
Q4 | $330K | Buy |
+2,011
| New | +$330K | 0.31% | 31 |
|