EPG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Sell |
1,810
-32
| -2% | -$9.03K | 0.15% | 142 |
|
|
2025
Q1 | $543K | Buy |
1,842
+121
| +7% | +$35.7K | 0.15% | 158 |
|
|
2024
Q4 | $499K | Buy |
1,721
+2
| +0.1% | +$580 | 0.13% | 159 |
|
|
2024
Q3 | $512K | Buy |
+1,719
| New | +$512K | 0.13% | 164 |
|
|
2024
Q2 | – | Sell |
-1,854
| Closed | -$449K | – | 173 |
|
|
2024
Q1 | $449K | Buy |
1,854
+132
| +8% | +$32K | 0.11% | 177 |
|
|
2023
Q4 | $375K | Buy |
+1,722
| New | +$375K | 0.1% | 184 |
|
|
2022
Q3 | – | Sell |
-999
| Closed | -$240K | – | 381 |
|
|
2022
Q2 | $240K | Buy |
999
+16
| +2% | +$3.84K | 0.1% | 184 |
|
|
2022
Q1 | $246K | Buy |
983
+199
| +25% | +$49.8K | 0.09% | 201 |
|
|
2021
Q4 | $239K | Buy |
784
+1
| +0.1% | +$305 | 0.08% | 203 |
|
|
2021
Q3 | $201K | Buy |
+783
| New | +$201K | 0.08% | 218 |
|
|
2020
Q2 | – | Sell |
-4
| Closed | -$1K | – | 176 |
|
|
2020
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 718 |
|