Crewe Advisors’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 | $21.4K | Sell |
76
-3
| -4% | -$846 | ﹤0.01% | 359 |
|
|
2025
Q1 | $23.3K | Buy |
79
+3
| +4% | +$885 | ﹤0.01% | 334 |
|
|
2024
Q4 | $22K | Sell |
76
-258
| -77% | -$74.8K | ﹤0.01% | 350 |
|
|
2024
Q3 | $99.4K | Sell |
334
-4
| -1% | -$1.19K | 0.01% | 230 |
|
|
2024
Q2 | $87.2K | Sell |
338
-27
| -7% | -$6.97K | 0.01% | 291 |
|
|
2024
Q1 | $88.4K | Buy |
+365
| New | +$88.4K | 0.01% | 294 |
|
|
2023
Q3 | – | Sell |
-254
| Closed | -$76.1K | – | 609 |
|
|
2023
Q2 | $76.1K | Sell |
254
-213
| -46% | -$63.8K | 0.01% | 231 |
|
|
2023
Q1 | $134K | Buy |
467
+149
| +47% | +$42.8K | 0.02% | 199 |
|
|
2022
Q4 | $98K | Buy |
318
+41
| +15% | +$12.6K | 0.02% | 218 |
|
|
2022
Q3 | $64K | Buy |
277
+44
| +19% | +$10.2K | 0.01% | 286 |
|
|
2022
Q2 | $56K | Buy |
233
+157
| +207% | +$37.7K | 0.01% | 279 |
|
|
2022
Q1 | $19K | Hold |
76
| – | – | ﹤0.01% | 300 |
|
|
2021
Q4 | $23K | Sell |
76
-12
| -14% | -$3.63K | ﹤0.01% | 245 |
|
|
2021
Q3 | $23K | Hold |
88
| – | – | 0.01% | 202 |
|
|
2021
Q2 | $25K | Hold |
88
| – | – | 0.01% | 201 |
|
|
2021
Q1 | $25K | Hold |
88
| – | – | 0.01% | 204 |
|
|
2020
Q4 | $24K | Sell |
88
-15
| -15% | -$4.09K | 0.01% | 190 |
|
|
2020
Q3 | $31K | Buy |
+103
| New | +$31K | 0.01% | 155 |
|
|
2019
Q3 | – | Sell |
-4
| Closed | -$1K | – | 219 |
|
|
2019
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 278 |
|
|
2019
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 226 |
|