EverSource Wealth Advisors’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Sell |
1,592
-90
| -5% | -$25.4K | 0.02% | 497 |
|
|
2025
Q1 | $496K | Sell |
1,682
-3
| -0.2% | -$885 | 0.03% | 384 |
|
|
2024
Q4 | $489K | Buy |
1,685
+280
| +20% | +$81.2K | 0.03% | 376 |
|
|
2024
Q3 | $418K | Buy |
1,405
+72
| +5% | +$21.4K | 0.03% | 369 |
|
|
2024
Q2 | $352K | Buy |
1,333
+849
| +175% | +$224K | 0.02% | 393 |
|
|
2024
Q1 | $114K | Sell |
484
-222
| -31% | -$52.5K | 0.01% | 662 |
|
|
2023
Q4 | $193K | Buy |
706
+104
| +17% | +$28.5K | 0.02% | 436 |
|
|
2023
Q3 | $171K | Buy |
602
+85
| +16% | +$24.1K | 0.02% | 430 |
|
|
2023
Q2 | $155K | Buy |
517
+223
| +76% | +$66.8K | 0.02% | 455 |
|
|
2023
Q1 | $84.5K | Sell |
294
-36
| -11% | -$10.3K | 0.01% | 601 |
|
|
2022
Q4 | $102K | Sell |
330
-53
| -14% | -$16.3K | 0.02% | 498 |
|
|
2022
Q3 | $89K | Buy |
383
+77
| +25% | +$17.9K | 0.02% | 457 |
|
|
2022
Q2 | $74K | Sell |
306
-205
| -40% | -$49.6K | 0.02% | 468 |
|
|
2022
Q1 | $127K | Sell |
511
-228
| -31% | -$56.7K | 0.03% | 301 |
|
|
2021
Q4 | $225K | Buy |
+739
| New | +$225K | 0.06% | 212 |
|