ERTS Wealth 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 | – | Sell |
-939
| Closed | -$277K | – | 33 |
|
|
2025
Q1 | $277K | Sell |
939
-34
| -3% | -$10K | 0.05% | 68 |
|
|
2024
Q4 | $282K | Sell |
973
-127
| -12% | -$36.8K | 0.05% | 72 |
|
|
2024
Q3 | $328K | Sell |
1,100
-107
| -9% | -$31.9K | 0.06% | 70 |
|
|
2024
Q2 | $311K | Sell |
1,207
-6
| -0.5% | -$1.55K | 0.06% | 70 |
|
|
2024
Q1 | $294K | Buy |
1,213
+3
| +0.2% | +$727 | 0.06% | 75 |
|
|
2023
Q4 | $331K | Buy |
1,210
+58
| +5% | +$15.9K | 0.07% | 63 |
|
|
2023
Q3 | $326K | Buy |
1,152
+18
| +2% | +$5.1K | 0.08% | 60 |
|
|
2023
Q2 | $340K | Buy |
1,134
+7
| +0.6% | +$2.1K | 0.08% | 62 |
|
|
2023
Q1 | $324K | Sell |
1,127
-55
| -5% | -$15.8K | 0.08% | 68 |
|
|
2022
Q4 | $364K | Sell |
1,182
-8
| -0.7% | -$2.47K | 0.09% | 68 |
|
|
2022
Q3 | $277K | Buy |
1,190
+88
| +8% | +$20.5K | 0.08% | 71 |
|
|
2022
Q2 | $265K | Buy |
+1,102
| New | +$265K | 0.08% | 74 |
|