Evergreen Capital 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
$568K Sell
2,012
-13,537
-87% -$3.82M 0.02% 506
2025
Q1
$4.59M Sell
15,549
-327
-2% -$96.4K 0.15% 157
2024
Q4
$4.6M Buy
15,876
+849
+6% +$246K 0.15% 160
2024
Q3
$4.47M Buy
15,027
+628
+4% +$187K 0.15% 161
2024
Q2
$3.72M Buy
14,399
+150
+1% +$38.7K 0.13% 172
2024
Q1
$3.48M Sell
14,249
-29
-0.2% -$7.08K 0.13% 176
2023
Q4
$3.93M Sell
14,278
-1,567
-10% -$432K 0.16% 158
2023
Q3
$4.52M Buy
15,845
+207
+1% +$59K 0.2% 143
2023
Q2
$4.71M Buy
15,638
+95
+0.6% +$28.6K 0.2% 140
2023
Q1
$4.49M Buy
15,543
+194
+1% +$56.1K 0.2% 137
2022
Q4
$4.76M Sell
15,349
-1,260
-8% -$390K 0.22% 131
2022
Q3
$3.87M Sell
16,609
-1,183
-7% -$275K 0.2% 134
2022
Q2
$4.31M Buy
17,792
+880
+5% +$213K 0.22% 123
2022
Q1
$4.23M Buy
16,912
+4,442
+36% +$1.11M 0.17% 154
2021
Q4
$3.79M Buy
12,470
+907
+8% +$276K 0.15% 166
2021
Q3
$2.96M Buy
11,563
+1,893
+20% +$485K 0.13% 178
2021
Q2
$2.78M Buy
9,670
+800
+9% +$230K 0.13% 170
2021
Q1
$2.5M Buy
+8,870
New +$2.5M 0.13% 167
2020
Q4
Sell
-688
Closed -$205K 450
2020
Q3
$205K Buy
+688
New +$205K 0.01% 391
2019
Q4
Sell
-945
Closed -$210K 468
2019
Q3
$210K Hold
945
0.02% 387
2019
Q2
$214K Buy
+945
New +$214K 0.02% 379