Creative Planning’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 | $23.9M | Buy |
84,755
+650
| +0.8% | +$183K | 0.02% | 299 |
|
|
2025
Q1 | $24.8M | Buy |
84,105
+10,297
| +14% | +$3.04M | 0.02% | 279 |
|
|
2024
Q4 | $21.4M | Buy |
73,808
+2,606
| +4% | +$756K | 0.02% | 281 |
|
|
2024
Q3 | $21.2M | Buy |
71,202
+2,131
| +3% | +$634K | 0.02% | 270 |
|
|
2024
Q2 | $17.8M | Buy |
69,071
+2,433
| +4% | +$628K | 0.02% | 284 |
|
|
2024
Q1 | $16.1M | Buy |
66,638
+688
| +1% | +$167K | 0.02% | 303 |
|
|
2023
Q4 | $18.1M | Sell |
65,950
-34,622
| -34% | -$9.48M | 0.03% | 259 |
|
|
2023
Q3 | $28.5M | Buy |
100,572
+34,349
| +52% | +$9.73M | 0.04% | 188 |
|
|
2023
Q2 | $19.8M | Buy |
66,223
+2,351
| +4% | +$704K | 0.03% | 227 |
|
|
2023
Q1 | $18.3M | Buy |
63,872
+1,346
| +2% | +$387K | 0.03% | 234 |
|
|
2022
Q4 | $19.3M | Sell |
62,526
-2,542
| -4% | -$784K | 0.03% | 221 |
|
|
2022
Q3 | $15.1M | Sell |
65,068
-533
| -0.8% | -$124K | 0.03% | 224 |
|
|
2022
Q2 | $15.8M | Sell |
65,601
-654
| -1% | -$157K | 0.03% | 231 |
|
|
2022
Q1 | $16.6M | Buy |
66,255
+52,079
| +367% | +$13M | 0.03% | 238 |
|
|
2021
Q4 | $4.31M | Sell |
14,176
-914
| -6% | -$278K | 0.01% | 454 |
|
|
2021
Q3 | $3.87M | Buy |
15,090
+3
| +0% | +$768 | 0.01% | 486 |
|
|
2021
Q2 | $4.34M | Buy |
15,087
+461
| +3% | +$133K | 0.01% | 445 |
|
|
2021
Q1 | $4.12M | Buy |
14,626
+178
| +1% | +$50.1K | 0.01% | 458 |
|
|
2020
Q4 | $3.95M | Buy |
14,448
+1,562
| +12% | +$427K | 0.01% | 424 |
|
|
2020
Q3 | $3.84M | Buy |
12,886
+553
| +4% | +$165K | 0.01% | 362 |
|
|
2020
Q2 | $2.98M | Buy |
12,333
+182
| +1% | +$43.9K | 0.01% | 381 |
|
|
2020
Q1 | $2.43M | Sell |
12,151
-236
| -2% | -$47.1K | 0.01% | 377 |
|
|
2019
Q4 | $2.91M | Sell |
12,387
-732
| -6% | -$172K | 0.01% | 400 |
|
|
2019
Q3 | $2.91M | Buy |
13,119
+1,010
| +8% | +$224K | 0.01% | 399 |
|
|
2019
Q2 | $2.74M | Buy |
12,109
+295
| +2% | +$66.8K | 0.01% | 411 |
|
|
2019
Q1 | $2.26M | Buy |
11,814
+1,136
| +11% | +$217K | 0.01% | 425 |
|
|
2018
Q4 | $1.71M | Sell |
10,678
-10
| -0.1% | -$1.6K | 0.01% | 457 |
|
|
2018
Q3 | $1.79M | Sell |
10,688
-278
| -3% | -$46.4K | 0.01% | 511 |
|
|
2018
Q2 | $1.71M | Buy |
10,966
+530
| +5% | +$82.6K | 0.01% | 509 |
|
|
2018
Q1 | $1.66M | Buy |
10,436
+828
| +9% | +$132K | 0.01% | 513 |
|
|
2017
Q4 | $1.58M | Buy |
9,608
+813
| +9% | +$133K | 0.01% | 523 |
|
|
2017
Q3 | $1.33M | Buy |
8,795
+1,192
| +16% | +$180K | 0.01% | 588 |
|
|
2017
Q2 | $1.09M | Sell |
7,603
-1,111
| -13% | -$159K | 0.01% | 646 |
|
|
2017
Q1 | $1.18M | Sell |
8,714
-2,427
| -22% | -$328K | 0.01% | 606 |
|
|
2016
Q4 | $1.6M | Buy |
11,141
+162
| +1% | +$23.3K | 0.01% | 471 |
|
|
2016
Q3 | $1.53M | Buy |
10,979
+2,710
| +33% | +$377K | 0.01% | 456 |
|
|
2016
Q2 | $1.09M | Buy |
8,269
+88
| +1% | +$11.6K | 0.01% | 501 |
|
|
2016
Q1 | $1.09M | Buy |
8,181
+1,963
| +32% | +$262K | 0.01% | 473 |
|
|
2015
Q4 | $748K | Buy |
6,218
+36
| +0.6% | +$4.33K | 0.01% | 597 |
|
|
2015
Q3 | $730K | Buy |
+6,182
| New | +$730K | 0.01% | 584 |
|
|
2015
Q2 | – | Sell |
-4,610
| Closed | -$645K | – | 1151 |
|
|
2015
Q1 | $645K | Buy |
4,610
+404
| +10% | +$56.5K | 0.01% | 625 |
|
|
2014
Q4 | $561K | Sell |
4,206
-762
| -15% | -$102K | 0.01% | 653 |
|
|
2014
Q3 | $598K | Buy |
4,968
+1,123
| +29% | +$135K | 0.01% | 586 |
|
|
2014
Q2 | $458K | Buy |
3,845
+286
| +8% | +$34.1K | 0.01% | 677 |
|
|
2014
Q1 | $392K | Buy |
3,559
+1,728
| +94% | +$190K | 0.01% | 720 |
|
|
2013
Q4 | $189K | Buy |
1,831
+244
| +15% | +$25.2K | ﹤0.01% | 884 |
|
|
2013
Q3 | $156K | Buy |
1,587
+81
| +5% | +$7.96K | ﹤0.01% | 869 |
|
|
2013
Q2 | $128K | Buy |
+1,506
| New | +$128K | ﹤0.01% | 860 |
|