Evelyn V. Moreno’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $233K | Sell |
850
-808
| -49% | -$221K | 0.11% | 125 |
|
|
2023
Q3 | $470K | Sell |
1,658
-7
| -0.4% | -$1.98K | 0.1% | 82 |
|
|
2023
Q2 | $499K | Sell |
1,665
-530
| -24% | -$159K | 0.11% | 73 |
|
|
2023
Q1 | $630K | Hold |
2,195
| – | – | 0.14% | 67 |
|
|
2022
Q4 | $677K | Buy |
+2,195
| New | +$677K | 0.16% | 75 |
|
|
2022
Q3 | – | Sell |
-2,225
| Closed | -$535K | – | 143 |
|
|
2022
Q2 | $535K | Buy |
2,225
+85
| +4% | +$20.4K | 0.12% | 84 |
|
|
2022
Q1 | $535K | Hold |
2,140
| – | – | 0.11% | 66 |
|
|
2021
Q4 | $651K | Sell |
2,140
-9,116
| -81% | -$2.77M | 0.13% | 54 |
|
|
2021
Q3 | $2.88M | Sell |
11,256
-2,682
| -19% | -$687K | 0.68% | 47 |
|
|
2021
Q2 | $4.01M | Sell |
13,938
-1,077
| -7% | -$310K | 0.94% | 42 |
|
|
2021
Q1 | $4.22M | Sell |
15,015
-165
| -1% | -$46.4K | 1.01% | 43 |
|
|
2020
Q4 | $4.15M | Sell |
15,180
-2,064
| -12% | -$564K | 1.03% | 43 |
|
|
2020
Q3 | $5.14M | Sell |
17,244
-3,541
| -17% | -$1.05M | 1.39% | 32 |
|
|
2020
Q2 | $5.02M | Sell |
20,785
-768
| -4% | -$185K | 1.46% | 35 |
|
|
2020
Q1 | $4.3M | Sell |
21,553
-1,400
| -6% | -$279K | 1.46% | 35 |
|
|
2019
Q4 | $5.39M | Sell |
22,953
-1,108
| -5% | -$260K | 1.45% | 36 |
|
|
2019
Q3 | $5.34M | Sell |
24,061
-10,255
| -30% | -$2.28M | 1.46% | 33 |
|
|
2019
Q2 | $7.77M | Sell |
34,316
-124
| -0.4% | -$28.1K | 2.36% | 15 |
|
|
2019
Q1 | $6.58M | Sell |
34,440
-120
| -0.3% | -$22.9K | 1.94% | 25 |
|
|
2018
Q4 | $5.53M | Buy |
34,560
+35
| +0.1% | +$5.6K | 1.83% | 29 |
|
|
2018
Q3 | $5.77M | Sell |
34,525
-693
| -2% | -$116K | 1.61% | 31 |
|
|
2018
Q2 | $5.48M | Buy |
35,218
+600
| +2% | +$93.4K | 1.6% | 36 |
|
|
2018
Q1 | $5.51M | Hold |
34,618
| – | – | 1.68% | 32 |
|
|
2017
Q4 | $5.68M | Sell |
34,618
-2,160
| -6% | -$354K | 1.72% | 32 |
|
|
2017
Q3 | $5.56M | Buy |
36,778
+140
| +0.4% | +$21.2K | 1.66% | 32 |
|
|
2017
Q2 | $5.24M | Sell |
36,638
-310
| -0.8% | -$44.4K | 1.61% | 32 |
|
|
2017
Q1 | $5M | Buy |
36,948
+5,520
| +18% | +$747K | 1.52% | 34 |
|
|
2016
Q4 | $4.52M | Sell |
31,428
-2,821
| -8% | -$406K | 1.63% | 31 |
|
|
2016
Q3 | $4.76M | Sell |
34,249
-11
| -0% | -$1.53K | 1.75% | 28 |
|
|
2016
Q2 | $4.5M | Hold |
34,260
| – | – | 1.71% | 31 |
|
|
2016
Q1 | $4.57M | Buy |
34,260
+243
| +0.7% | +$32.4K | 1.77% | 26 |
|
|
2015
Q4 | $4.09M | Buy |
34,017
+162
| +0.5% | +$19.5K | 1.71% | 29 |
|
|
2015
Q3 | $4M | Buy |
33,855
+18
| +0.1% | +$2.13K | 1.72% | 26 |
|
|
2015
Q2 | $4.28M | Sell |
33,837
-1,011
| -3% | -$128K | 1.7% | 24 |
|
|
2015
Q1 | $4.88M | Sell |
34,848
-27
| -0.1% | -$3.78K | 1.84% | 17 |
|
|
2014
Q4 | $4.65M | Buy |
34,875
+253
| +0.7% | +$33.8K | 1.71% | 22 |
|
|
2014
Q3 | $4.17M | Sell |
34,622
-400
| -1% | -$48.2K | 1.6% | 28 |
|
|
2014
Q2 | $4.17M | Sell |
35,022
-189
| -0.5% | -$22.5K | 1.56% | 27 |
|
|
2014
Q1 | $3.88M | Buy |
35,211
+297
| +0.9% | +$32.7K | 1.53% | 31 |
|
|
2013
Q4 | $3.61M | Buy |
+34,914
| New | +$3.61M | 1.49% | 34 |
|