Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $817K | Buy |
3,513
+63
| +2% | +$14.7K | 0.07% | 108 |
|
|
2022
Q2 | $830K | Hold |
3,450
| – | – | 0.07% | 112 |
|
|
2022
Q1 | $862K | Sell |
3,450
-63
| -2% | -$15.7K | 0.06% | 122 |
|
|
2021
Q4 | $1.07M | Buy |
3,513
+102
| +3% | +$31K | 0.08% | 108 |
|
|
2021
Q3 | $873K | Hold |
3,411
| – | – | 0.07% | 115 |
|
|
2021
Q2 | $981K | Hold |
3,411
| – | – | 0.08% | 112 |
|
|
2021
Q1 | $960K | Sell |
3,411
-346
| -9% | -$97.4K | 0.09% | 105 |
|
|
2020
Q4 | $1.03M | Sell |
3,757
-150
| -4% | -$41K | 0.1% | 100 |
|
|
2020
Q3 | $1.16M | Buy |
3,907
+420
| +12% | +$125K | 0.14% | 85 |
|
|
2020
Q2 | $842K | Buy |
3,487
+2,314
| +197% | +$559K | 0.11% | 92 |
|
|
2020
Q1 | $234K | Hold |
1,173
| – | – | 0.04% | 158 |
|
|
2019
Q4 | $276K | Sell |
1,173
-66
| -5% | -$15.5K | 0.03% | 170 |
|
|
2019
Q3 | $275K | Sell |
1,239
-78
| -6% | -$17.3K | 0.04% | 164 |
|
|
2019
Q2 | $298K | Buy |
1,317
+11
| +0.8% | +$2.49K | 0.04% | 153 |
|
|
2019
Q1 | $272K | Sell |
1,306
-4
| -0.3% | -$833 | 0.04% | 159 |
|
|
2018
Q4 | $210K | Hold |
1,310
| – | – | 0.04% | 173 |
|
|
2018
Q3 | $219K | Buy |
+1,310
| New | +$219K | 0.03% | 180 |
|