DBIA
Dumont & Blake Investment Advisors’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Sell |
998
-45
| -4% | -$12.7K | 0.07% | 165 |
|
|
2025
Q1 | $308K | Sell |
1,043
-8
| -0.8% | -$2.36K | 0.09% | 157 |
|
|
2024
Q4 | $305K | Sell |
1,051
-22
| -2% | -$6.38K | 0.08% | 163 |
|
|
2024
Q3 | $319K | Sell |
1,073
-1,123
| -51% | -$334K | 0.09% | 164 |
|
|
2024
Q2 | $567K | Buy |
2,196
+1,098
| +100% | +$283K | 0.08% | 164 |
|
|
2024
Q1 | $266K | Hold |
1,098
| – | – | 0.08% | 175 |
|
|
2023
Q4 | $301K | Hold |
1,098
| – | – | 0.09% | 155 |
|
|
2023
Q3 | $311K | Hold |
1,098
| – | – | 0.11% | 149 |
|
|
2023
Q2 | $329K | Sell |
1,098
-2
| -0.2% | -$599 | 0.11% | 150 |
|
|
2023
Q1 | $316K | Hold |
1,100
| – | – | 0.11% | 152 |
|
|
2022
Q4 | $339K | Sell |
1,100
-20
| -2% | -$6.16K | 0.12% | 146 |
|
|
2022
Q3 | $261K | Sell |
1,120
-5,519
| -83% | -$1.29M | 0.1% | 159 |
|
|
2022
Q2 | $1.6M | Sell |
6,639
-75
| -1% | -$18K | 0.52% | 53 |
|
|
2022
Q1 | $1.68M | Sell |
6,714
-230
| -3% | -$57.5K | 0.46% | 57 |
|
|
2021
Q4 | $2.11M | Sell |
6,944
-8
| -0.1% | -$2.43K | 0.55% | 48 |
|
|
2021
Q3 | $1.78M | Sell |
6,952
-33
| -0.5% | -$8.45K | 0.51% | 53 |
|
|
2021
Q2 | $2.01M | Buy |
6,985
+50
| +0.7% | +$14.4K | 0.57% | 47 |
|
|
2021
Q1 | $1.95M | Sell |
6,935
-35
| -0.5% | -$9.85K | 0.6% | 43 |
|
|
2020
Q4 | $1.9M | Buy |
6,970
+5
| +0.1% | +$1.37K | 0.65% | 40 |
|
|
2020
Q3 | $2.08M | Buy |
6,965
+85
| +1% | +$25.3K | 0.79% | 30 |
|
|
2020
Q2 | $1.66M | Hold |
6,880
| – | – | 0.69% | 38 |
|
|
2020
Q1 | $1.37M | Hold |
6,880
| – | – | 0.7% | 42 |
|
|
2019
Q4 | $1.62M | Hold |
6,880
| – | – | 0.64% | 45 |
|
|
2019
Q3 | $1.53M | Sell |
6,880
-40
| -0.6% | -$8.87K | 0.64% | 44 |
|
|
2019
Q2 | $1.57M | Sell |
6,920
-251
| -4% | -$56.8K | 0.65% | 40 |
|
|
2019
Q1 | $1.37M | Sell |
7,171
-65
| -0.9% | -$12.4K | 0.58% | 51 |
|
|
2018
Q4 | $1.16M | Sell |
7,236
-69
| -0.9% | -$11K | 0.54% | 54 |
|
|
2018
Q3 | $1.22M | Hold |
7,305
| – | – | 0.48% | 64 |
|
|
2018
Q2 | $1.14M | Buy |
7,305
+90
| +1% | +$14K | 0.48% | 62 |
|
|
2018
Q1 | $1.15M | Hold |
7,215
| – | – | 0.49% | 65 |
|
|
2017
Q4 | $1.18M | Hold |
7,215
| – | – | 0.48% | 70 |
|
|
2017
Q3 | $1.09M | Hold |
7,215
| – | – | 0.47% | 77 |
|
|
2017
Q2 | $1.03M | Buy |
7,215
+100
| +1% | +$14.3K | 0.46% | 79 |
|
|
2017
Q1 | $963K | Hold |
7,115
| – | – | 0.43% | 83 |
|
|
2016
Q4 | $1.02M | Hold |
7,115
| – | – | 0.48% | 72 |
|
|
2016
Q3 | $1.07M | Buy |
7,115
+305
| +4% | +$45.9K | 0.53% | 65 |
|
|
2016
Q2 | $967K | Buy |
6,810
+285
| +4% | +$40.5K | 0.49% | 72 |
|
|
2016
Q1 | $940K | Buy |
6,525
+375
| +6% | +$54K | 0.49% | 77 |
|
|
2015
Q4 | $800K | Hold |
6,150
| – | – | 0.41% | 85 |
|
|
2015
Q3 | $785K | Hold |
6,150
| – | – | 0.42% | 87 |
|
|
2015
Q2 | $842K | Hold |
6,150
| – | – | 0.41% | 94 |
|
|
2015
Q1 | $930K | Hold |
6,150
| – | – | 0.45% | 87 |
|
|
2014
Q4 | $887K | Hold |
6,150
| – | – | 0.44% | 93 |
|
|
2014
Q3 | $801K | Hold |
6,150
| – | – | 0.41% | 96 |
|
|
2014
Q2 | $791K | Hold |
6,150
| – | – | 0.4% | 100 |
|
|
2014
Q1 | $732K | Hold |
6,150
| – | – | 0.38% | 101 |
|
|
2013
Q4 | $687K | Hold |
6,150
| – | – | 0.35% | 109 |
|
|
2013
Q3 | $655K | Hold |
6,150
| – | – | 0.31% | 110 |
|
|
2013
Q2 | $563K | Buy |
+6,150
| New | +$563K | 0.34% | 97 |
|