Dynamic Advisor Solutions’s Air Products & Chemicals APD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.97M Sell
6,990
-130
-2% -$36.7K 0.06% 310
2025
Q1
$2.1M Buy
7,120
+266
+4% +$78.4K 0.07% 275
2024
Q4
$1.99M Sell
6,854
-180
-3% -$52.2K 0.09% 205
2024
Q3
$2.09M Sell
7,034
-1,367
-16% -$407K 0.06% 286
2024
Q2
$2.17M Buy
8,401
+2
+0% +$516 0.07% 279
2024
Q1
$2.03M Buy
8,399
+4,116
+96% +$997K 0.07% 295
2023
Q4
$1.16M Buy
4,283
+555
+15% +$150K 0.04% 387
2023
Q3
$1.06M Sell
3,728
-100
-3% -$28.3K 0.05% 341
2023
Q2
$1.15M Sell
3,828
-326
-8% -$97.7K 0.06% 309
2023
Q1
$1.19M Sell
4,154
-1,012
-20% -$291K 0.07% 284
2022
Q4
$1.59M Buy
5,166
+940
+22% +$290K 0.11% 206
2022
Q3
$983K Buy
4,226
+45
+1% +$10.5K 0.07% 249
2022
Q2
$1.01M Sell
4,181
-908
-18% -$218K 0.08% 244
2022
Q1
$1.27M Buy
5,089
+1,240
+32% +$310K 0.09% 228
2021
Q4
$1.17M Sell
3,849
-1,066
-22% -$324K 0.08% 245
2021
Q3
$1.26M Buy
4,915
+1,019
+26% +$261K 0.09% 236
2021
Q2
$1.12M Sell
3,896
-109
-3% -$31.4K 0.09% 258
2021
Q1
$1.13M Buy
4,005
+330
+9% +$92.9K 0.1% 231
2020
Q4
$1M Sell
3,675
-202
-5% -$55.2K 0.09% 240
2020
Q3
$1.16M Sell
3,877
-163
-4% -$48.6K 0.13% 184
2020
Q2
$976K Buy
4,040
+821
+26% +$198K 0.13% 188
2020
Q1
$643K Buy
3,219
+52
+2% +$10.4K 0.12% 203
2019
Q4
$744K Sell
3,167
-77
-2% -$18.1K 0.1% 237
2019
Q3
$720K Buy
3,244
+236
+8% +$52.4K 0.11% 213
2019
Q2
$681K Buy
3,008
+87
+3% +$19.7K 0.11% 214
2019
Q1
$558K Buy
2,921
+73
+3% +$13.9K 0.11% 205
2018
Q4
$458K Buy
2,848
+757
+36% +$122K 0.1% 215
2018
Q3
$349K Buy
2,091
+540
+35% +$90.1K 0.07% 271
2018
Q2
$241K Buy
+1,551
New +$241K 0.05% 338