Everhart Financial Group’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 | $333K | Sell |
1,182
-98
| -8% | -$27.6K | 0.04% | 277 |
|
|
2025
Q1 | $377K | Buy |
1,280
+80
| +7% | +$23.6K | 0.05% | 247 |
|
|
2024
Q4 | $348K | Buy |
1,200
+110
| +10% | +$31.9K | 0.07% | 242 |
|
|
2024
Q3 | $325K | Buy |
1,090
+136
| +14% | +$40.5K | 0.07% | 250 |
|
|
2024
Q2 | $246K | Buy |
954
+18
| +2% | +$4.65K | 0.06% | 253 |
|
|
2024
Q1 | $227K | Sell |
936
-130
| -12% | -$31.5K | 0.07% | 252 |
|
|
2023
Q4 | $292K | Sell |
1,066
-193
| -15% | -$52.8K | 0.1% | 184 |
|
|
2023
Q3 | $357K | Buy |
1,259
+55
| +5% | +$15.6K | 0.15% | 132 |
|
|
2023
Q2 | $361K | Buy |
1,204
+94
| +8% | +$28.2K | 0.15% | 133 |
|
|
2023
Q1 | $319K | Buy |
1,110
+146
| +15% | +$41.9K | 0.14% | 128 |
|
|
2022
Q4 | $297K | Sell |
964
-87
| -8% | -$26.8K | 0.15% | 122 |
|
|
2022
Q3 | $245K | Sell |
1,051
-96
| -8% | -$22.4K | 0.14% | 153 |
|
|
2022
Q2 | $276K | Buy |
+1,147
| New | +$276K | 0.17% | 125 |
|