Envestnet Portfolio Solutions’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 | $2.48M | Buy |
8,789
+485
| +6% | +$137K | 0.01% | 506 |
|
2025
Q1 | $2.45M | Sell |
8,304
-3,387
| -29% | -$999K | 0.01% | 526 |
|
2024
Q4 | $3.39M | Sell |
11,691
-514
| -4% | -$149K | 0.01% | 505 |
|
2024
Q3 | $3.63M | Sell |
12,205
-376
| -3% | -$112K | 0.01% | 481 |
|
2024
Q2 | $3.25M | Sell |
12,581
-191
| -1% | -$49.3K | 0.01% | 487 |
|
2024
Q1 | $3.09M | Buy |
12,772
+2,929
| +30% | +$710K | 0.01% | 513 |
|
2023
Q4 | $2.7M | Sell |
9,843
-33
| -0.3% | -$9.04K | 0.01% | 515 |
|
2023
Q3 | $2.8M | Buy |
+9,876
| New | +$2.8M | 0.01% | 450 |
|