Essex Savings Bank’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 | $502K | Sell |
1,780
-36
| -2% | -$10.2K | 0.12% | 157 |
|
|
2025
Q1 | $536K | Sell |
1,816
-11
| -0.6% | -$3.24K | 0.13% | 145 |
|
|
2024
Q4 | $530K | Buy |
1,827
+16
| +0.9% | +$4.64K | 0.13% | 142 |
|
|
2024
Q3 | $539K | Buy |
1,811
+51
| +3% | +$15.2K | 0.13% | 141 |
|
|
2024
Q2 | $454K | Sell |
1,760
-87
| -5% | -$22.4K | 0.12% | 151 |
|
|
2024
Q1 | $506K | Hold |
1,847
| – | – | 0.15% | 136 |
|
|
2023
Q4 | $506K | Buy |
1,847
+30
| +2% | +$8.21K | 0.15% | 136 |
|
|
2023
Q3 | $515K | Buy |
1,817
+2
| +0.1% | +$567 | 0.17% | 117 |
|
|
2023
Q2 | $544K | Buy |
1,815
+236
| +15% | +$70.7K | 0.18% | 115 |
|
|
2023
Q1 | $453K | Sell |
1,579
-35
| -2% | -$10.1K | 0.16% | 129 |
|
|
2022
Q4 | $498K | Buy |
1,614
+64
| +4% | +$19.7K | 0.18% | 119 |
|
|
2022
Q3 | $361K | Buy |
1,550
+236
| +18% | +$55K | 0.14% | 140 |
|
|
2022
Q2 | $316K | Buy |
1,314
+51
| +4% | +$12.3K | 0.12% | 152 |
|
|
2022
Q1 | $315K | Buy |
1,263
+8
| +0.6% | +$2K | 0.1% | 166 |
|
|
2021
Q4 | $382K | Sell |
1,255
-120
| -9% | -$36.5K | 0.13% | 147 |
|
|
2021
Q3 | $371K | Sell |
1,375
-151
| -10% | -$40.7K | 0.13% | 148 |
|
|
2021
Q2 | $458K | Buy |
1,526
+71
| +5% | +$21.3K | 0.18% | 134 |
|
|
2021
Q1 | $372K | Buy |
1,455
+128
| +10% | +$32.7K | 0.16% | 139 |
|
|
2020
Q4 | $363K | Sell |
1,327
-530
| -29% | -$145K | 0.16% | 140 |
|
|
2020
Q3 | $553K | Buy |
1,857
+21
| +1% | +$6.25K | 0.27% | 91 |
|
|
2020
Q2 | $443K | Buy |
1,836
+11
| +0.6% | +$2.65K | 0.26% | 91 |
|
|
2020
Q1 | $364K | Sell |
1,825
-8
| -0.4% | -$1.6K | 0.26% | 102 |
|
|
2019
Q4 | $431K | Buy |
1,833
+55
| +3% | +$12.9K | 0.22% | 108 |
|
|
2019
Q3 | $394K | Sell |
1,778
-507
| -22% | -$112K | 0.21% | 106 |
|
|
2019
Q2 | $517K | Buy |
2,285
+1,535
| +205% | +$347K | 0.18% | 114 |
|
|
2019
Q1 | $143K | Sell |
750
-376
| -33% | -$71.7K | 0.08% | 179 |
|
|
2018
Q4 | $180K | Buy |
+1,126
| New | +$180K | 0.11% | 143 |
|