E&G 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 | $282K | Hold |
1,000
| – | – | 0.07% | 171 |
|
|
2025
Q1 | $295K | Hold |
1,000
| – | – | 0.08% | 165 |
|
|
2024
Q4 | $290K | Hold |
1,000
| – | – | 0.08% | 167 |
|
|
2024
Q3 | $298K | Hold |
1,000
| – | – | 0.08% | 167 |
|
|
2024
Q2 | $258K | Hold |
1,000
| – | – | 0.08% | 179 |
|
|
2024
Q1 | $242K | Hold |
1,000
| – | – | 0.08% | 178 |
|
|
2023
Q4 | $274K | Hold |
1,000
| – | – | 0.1% | 158 |
|
|
2023
Q3 | $283K | Hold |
1,000
| – | – | 0.1% | 161 |
|
|
2023
Q2 | $300K | Sell |
1,000
-100
| -9% | -$30K | 0.1% | 158 |
|
|
2023
Q1 | $316K | Buy |
1,100
+90
| +9% | +$25.8K | 0.12% | 147 |
|
|
2022
Q4 | $311K | Hold |
1,010
| – | – | 0.12% | 155 |
|
|
2022
Q3 | $235K | Sell |
1,010
-100
| -9% | -$23.3K | 0.09% | 176 |
|
|
2022
Q2 | $267K | Buy |
1,110
+230
| +26% | +$55.3K | 0.09% | 172 |
|
|
2022
Q1 | $220K | Hold |
880
| – | – | 0.06% | 201 |
|
|
2021
Q4 | $268K | Hold |
880
| – | – | 0.07% | 187 |
|
|
2021
Q3 | $225K | Buy |
+880
| New | +$225K | 0.06% | 193 |
|
|
2021
Q2 | – | Sell |
-880
| Closed | -$248K | – | 186 |
|
|
2021
Q1 | $248K | Buy |
880
+46
| +6% | +$13K | 0.07% | 183 |
|
|
2020
Q4 | $228K | Hold |
834
| – | – | 0.07% | 182 |
|
|
2020
Q3 | $248K | Buy |
+834
| New | +$248K | 0.09% | 162 |
|
|
2019
Q1 | – | Sell |
-2,400
| Closed | -$384K | – | 181 |
|
|
2018
Q4 | $384K | Buy |
2,400
+500
| +26% | +$80K | 0.17% | 139 |
|
|
2018
Q3 | $317K | Buy |
1,900
+400
| +27% | +$66.7K | 0.12% | 164 |
|
|
2018
Q2 | $234K | Buy |
+1,500
| New | +$234K | 0.1% | 178 |
|
|
2018
Q1 | – | Sell |
-2,100
| Closed | -$345K | – | 192 |
|
|
2017
Q4 | $345K | Buy |
+2,100
| New | +$345K | 0.15% | 146 |
|