Financial Architects (New Jersey)’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $473K | Sell |
1,579
-140
| -8% | -$39.9K | 0.07% | 213 |
|
|
2023
Q1 | $494K | Sell |
1,719
-124
| -7% | -$36.2K | 0.08% | 205 |
|
|
2022
Q4 | $568K | Sell |
1,843
-13
| -0.7% | -$3.66K | 0.09% | 191 |
|
|
2022
Q3 | $432K | Sell |
1,856
-533
| -22% | -$132K | 0.08% | 211 |
|
|
2022
Q2 | $575K | Sell |
2,389
-578
| -19% | -$141K | 0.73% | 29 |
|
|
2022
Q1 | $741K | Buy |
2,967
+256
| +9% | +$65.8K | 0.11% | 172 |
|
|
2021
Q4 | $825K | Buy |
2,711
+331
| +14% | +$97.2K | 0.11% | 165 |
|
|
2021
Q3 | $609K | Sell |
2,380
-179
| -7% | -$49.5K | 0.09% | 181 |
|
|
2021
Q2 | $736K | Buy |
2,559
+100
| +4% | +$29.4K | 0.11% | 164 |
|
|
2021
Q1 | $692K | Buy |
2,459
+675
| +38% | +$183K | 0.11% | 163 |
|
|
2020
Q4 | $487K | Buy |
1,784
+689
| +63% | +$194K | 0.09% | 171 |
|
|
2020
Q3 | $326K | Buy |
1,095
+80
| +8% | +$23K | 0.07% | 190 |
|
|
2020
Q2 | $245K | Sell |
1,015
-10
| -1% | -$2.28K | 0.06% | 211 |
|
|
2020
Q1 | $205K | Buy |
1,025
+100
| +11% | +$22.8K | 0.06% | 216 |
|
|
2019
Q4 | $217K | Hold |
925
| – | – | 0.05% | 231 |
|
|
2019
Q3 | $205K | Hold |
925
| – | – | 0.05% | 226 |
|
|
2019
Q2 | $209K | Sell |
925
-131
| -12% | -$27.1K | 0.04% | 243 |
|
|
2019
Q1 | $202K | Buy |
1,056
+26
| +3% | +$4.47K | 0.03% | 291 |
|
|
2018
Q4 | $164K | Buy |
1,030
+27
| +3% | +$4.28K | 0.03% | 293 |
|
|
2018
Q3 | $168K | Sell |
1,003
-1,857
| -65% | -$302K | 0.03% | 345 |
|
|
2018
Q2 | $445K | Sell |
2,860
-815
| -22% | -$133K | 0.08% | 177 |
|
|
2018
Q1 | $584K | Sell |
3,675
-90
| -2% | -$14.8K | 0.11% | 136 |
|
|
2017
Q4 | $618K | Buy |
3,765
+920
| +32% | +$147K | 0.1% | 138 |
|
|
2017
Q3 | $430K | Buy |
2,845
+1,600
| +129% | +$234K | 0.08% | 181 |
|
|
2017
Q2 | $178K | Buy |
1,245
+270
| +28% | +$38.4K | 0.03% | 342 |
|
|
2017
Q1 | $132K | Sell |
975
-130
| -12% | -$18.3K | 0.02% | 395 |
|
|
2016
Q4 | $159K | Sell |
1,105
-149
| -12% | -$20.9K | 0.04% | 291 |
|
|
2016
Q3 | $174K | Buy |
1,254
+184
| +17% | +$25.5K | 0.05% | 280 |
|
|
2016
Q2 | $141K | Hold |
1,070
| – | – | 0.04% | 309 |
|
|
2016
Q1 | $143K | Buy |
+1,070
| New | +$129K | 0.05% | 229 |
|
|
2015
Q3 | – | Sell |
-1,059
| Closed | -$134K | – | 249 |
|
|
2015
Q2 | $134K | Hold |
1,059
| – | – | 0.05% | 250 |
|
|
2015
Q1 | $148K | Hold |
1,059
| – | – | 0.06% | 235 |
|
|
2014
Q4 | $141K | Sell |
1,059
-644
| -38% | -$81.5K | 0.06% | 209 |
|
|
2014
Q3 | $180K | Buy |
1,703
+649
| +62% | +$79.3K | 0.09% | 157 |
|
|
2014
Q2 | $125K | Buy |
+1,054
| New | +$118K | 0.06% | 189 |
|
|
2013
Q4 | – | Sell |
-432
| Closed | -$43K | – | 173 |
|
|
2013
Q3 | $43K | Sell |
432
-217
| -33% | -$20.6K | 0.03% | 264 |
|
|
2013
Q2 | $55K | Buy |
+649
| New | +$54.6K | 0.04% | 231 |
|
Other funds holding APD
Financial Architects (New Jersey)'s APD Position: Q2 2023 in Review
Financial Architects (New Jersey) reduced its Air Products & Chemicals (APD) stake by 8.1% in Q2 2023, selling an estimated $39.9K and leaving 1,579 shares worth $473K. The position accounts for 0.07% of the portfolio, ranked #213.
Financial Architects (New Jersey) first reported a position in APD in Q2 2013 and has held it in 37 quarters since. The position peaked at $825K in Q4 2021. 1,619 funds tracked by Wall St. Rank hold APD as of Q2 2023.
- Financial Architects (New Jersey) held 1,579 shares of Air Products & Chemicals worth $473K as of Q2 2023.
- Financial Architects (New Jersey) sold 140 Air Products & Chemicals shares in Q2 2023, an estimated $39.9K.
- Air Products & Chemicals made up 0.07% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #213 holding.
- Financial Architects (New Jersey) first reported a position in Air Products & Chemicals in Q2 2013 and has held it in 37 quarters since.
- Financial Architects (New Jersey)'s Air Products & Chemicals position peaked at $825K in Q4 2021.
- 1,619 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2023.
Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.