EFS
Essex Financial Services’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
4,199
+1
| +0% | +$282 | 0.08% | 226 |
|
|
2025
Q1 | $1.24M | Buy |
4,198
+116
| +3% | +$34.2K | 0.09% | 200 |
|
|
2024
Q4 | $1.18M | Sell |
4,082
-163
| -4% | -$47.3K | 0.08% | 205 |
|
|
2024
Q3 | $1.4M | Sell |
4,245
-172
| -4% | -$56.7K | 0.1% | 187 |
|
|
2024
Q2 | $1.23M | Buy |
4,417
+1,592
| +56% | +$444K | 0.09% | 199 |
|
|
2024
Q1 | $684K | Sell |
2,825
-254
| -8% | -$61.5K | 0.06% | 267 |
|
|
2023
Q4 | $843K | Sell |
3,079
-2
| -0.1% | -$548 | 0.09% | 222 |
|
|
2023
Q3 | $873K | Buy |
3,081
+9
| +0.3% | +$2.55K | 0.1% | 192 |
|
|
2023
Q2 | $920K | Buy |
3,072
+8
| +0.3% | +$2.4K | 0.1% | 184 |
|
|
2023
Q1 | $880K | Sell |
3,064
-107
| -3% | -$30.7K | 0.09% | 201 |
|
|
2022
Q4 | $977K | Hold |
3,171
| – | – | 0.1% | 185 |
|
|
2022
Q3 | $738K | Sell |
3,171
-131
| -4% | -$30.5K | 0.09% | 201 |
|
|
2022
Q2 | $794K | Buy |
3,302
+434
| +15% | +$104K | 0.09% | 209 |
|
|
2022
Q1 | $717K | Buy |
2,868
+234
| +9% | +$58.5K | 0.07% | 236 |
|
|
2021
Q4 | $802K | Sell |
2,634
-190
| -7% | -$57.9K | 0.08% | 231 |
|
|
2021
Q3 | $723K | Buy |
2,824
+1,654
| +141% | +$423K | 0.08% | 228 |
|
|
2021
Q2 | $329K | Hold |
1,170
| – | – | 0.05% | 308 |
|
|
2021
Q1 | $329K | Sell |
1,170
-1,413
| -55% | -$397K | 0.06% | 251 |
|
|
2020
Q4 | $706K | Buy |
2,583
+37
| +1% | +$10.1K | 0.14% | 149 |
|
|
2020
Q3 | $758K | Buy |
2,546
+53
| +2% | +$15.8K | 0.19% | 116 |
|
|
2020
Q2 | $602K | Sell |
2,493
-36
| -1% | -$8.69K | 0.19% | 115 |
|
|
2020
Q1 | $505K | Buy |
2,529
+145
| +6% | +$29K | 0.18% | 124 |
|
|
2019
Q4 | $560K | Hold |
2,384
| – | – | 0.15% | 139 |
|
|
2019
Q3 | $529K | Buy |
2,384
+10
| +0.4% | +$2.22K | 0.17% | 133 |
|
|
2019
Q2 | $537K | Sell |
2,374
-7
| -0.3% | -$1.58K | 0.16% | 131 |
|
|
2019
Q1 | $455K | Buy |
2,381
+36
| +2% | +$6.88K | 0.14% | 137 |
|
|
2018
Q4 | $375K | Hold |
2,345
| – | – | 0.11% | 155 |
|
|
2018
Q3 | $392K | Hold |
2,345
| – | – | 0.09% | 187 |
|
|
2018
Q2 | $365K | Hold |
2,345
| – | – | 0.09% | 188 |
|
|
2018
Q1 | $373K | Buy |
2,345
+95
| +4% | +$15.1K | 0.07% | 233 |
|
|
2017
Q4 | $369K | Hold |
2,250
| – | – | 0.09% | 186 |
|
|
2017
Q3 | $340K | Sell |
2,250
-369
| -14% | -$55.8K | 0.08% | 194 |
|
|
2017
Q2 | $375K | Sell |
2,619
-900
| -26% | -$129K | 0.08% | 235 |
|
|
2017
Q1 | $476K | Hold |
3,519
| – | – | 0.11% | 180 |
|
|
2016
Q4 | $506K | Hold |
3,519
| – | – | 0.11% | 171 |
|
|
2016
Q3 | $529K | Hold |
3,519
| – | – | 0.13% | 156 |
|
|
2016
Q2 | $500K | Sell |
3,519
-300
| -8% | -$42.6K | 0.12% | 162 |
|
|
2016
Q1 | $550K | Hold |
3,819
| – | – | 0.14% | 157 |
|
|
2015
Q4 | $497K | Sell |
3,819
-200
| -5% | -$26K | 0.12% | 177 |
|
|
2015
Q3 | $513K | Hold |
4,019
| – | – | 0.13% | 163 |
|
|
2015
Q2 | $550K | Hold |
4,019
| – | – | 0.14% | 166 |
|
|
2015
Q1 | $608K | Sell |
4,019
-700
| -15% | -$106K | 0.16% | 153 |
|
|
2014
Q4 | $681K | Hold |
4,719
| – | – | 0.18% | 138 |
|
|
2014
Q3 | $614K | Hold |
4,719
| – | – | 0.18% | 138 |
|
|
2014
Q2 | $607K | Hold |
4,719
| – | – | 0.18% | 135 |
|
|
2014
Q1 | $562K | Buy |
4,719
+828
| +21% | +$98.6K | 0.18% | 128 |
|
|
2013
Q4 | $427K | Hold |
3,891
| – | – | 0.14% | 151 |
|
|
2013
Q3 | $415 | Buy |
3,891
+72
| +2% | +$8 | 0.13% | 152 |
|
|
2013
Q2 | $350K | Buy |
+3,819
| New | +$350K | 0.12% | 167 |
|