Delta Financial 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 | $2.37M | Buy |
8,417
+61
| +0.7% | +$17.2K | 0.83% | 38 |
|
|
2025
Q1 | $2.46M | Sell |
8,356
-105
| -1% | -$31K | 0.93% | 38 |
|
|
2024
Q4 | $2.45M | Sell |
8,461
-56
| -0.7% | -$16.2K | 0.91% | 37 |
|
|
2024
Q3 | $2.54M | Buy |
8,517
+619
| +8% | +$184K | 0.92% | 40 |
|
|
2024
Q2 | $2.04M | Sell |
7,898
-93
| -1% | -$24K | 0.79% | 41 |
|
|
2024
Q1 | $1.94M | Buy |
7,991
+998
| +14% | +$242K | 0.77% | 43 |
|
|
2023
Q4 | $1.91M | Sell |
6,993
-148
| -2% | -$40.5K | 0.83% | 39 |
|
|
2023
Q3 | $2.02M | Sell |
7,141
-13
| -0.2% | -$3.68K | 0.91% | 36 |
|
|
2023
Q2 | $2.14M | Sell |
7,154
-74
| -1% | -$22.2K | 0.95% | 34 |
|
|
2023
Q1 | $2.08M | Sell |
7,228
-134
| -2% | -$38.5K | 1% | 35 |
|
|
2022
Q4 | $2.27M | Buy |
7,362
+6
| +0.1% | +$1.85K | 1.1% | 34 |
|
|
2022
Q3 | $1.71M | Buy |
7,356
+7
| +0.1% | +$1.63K | 0.91% | 43 |
|
|
2022
Q2 | $1.77M | Buy |
7,349
+37
| +0.5% | +$8.9K | 0.88% | 42 |
|
|
2022
Q1 | $1.83M | Buy |
7,312
+376
| +5% | +$93.9K | 0.78% | 46 |
|
|
2021
Q4 | $2.11M | Buy |
6,936
+15
| +0.2% | +$4.56K | 0.86% | 43 |
|
|
2021
Q3 | $1.77M | Sell |
6,921
-25
| -0.4% | -$6.4K | 0.79% | 48 |
|
|
2021
Q2 | $2M | Buy |
6,946
+75
| +1% | +$21.6K | 0.88% | 40 |
|
|
2021
Q1 | $1.93M | Buy |
6,871
+19
| +0.3% | +$5.35K | 0.9% | 43 |
|
|
2020
Q4 | $1.87M | Buy |
6,852
+4
| +0.1% | +$1.09K | 0.94% | 38 |
|
|
2020
Q3 | $2.04M | Sell |
6,848
-585
| -8% | -$174K | 1.13% | 28 |
|
|
2020
Q2 | $1.8M | Sell |
7,433
-172
| -2% | -$41.5K | 1.06% | 32 |
|
|
2020
Q1 | $1.52M | Sell |
7,605
-2,424
| -24% | -$484K | 1.04% | 34 |
|
|
2019
Q4 | $2.36M | Sell |
10,029
-252
| -2% | -$59.2K | 0.92% | 44 |
|
|
2019
Q3 | $2.28M | Sell |
10,281
-16
| -0.2% | -$3.55K | 0.92% | 44 |
|
|
2019
Q2 | $2.33M | Buy |
+10,297
| New | +$2.33M | 0.96% | 43 |
|