Finer Wealth 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 | $406K | Sell |
1,440
-760
| -35% | -$214K | 0.22% | 63 |
|
|
2025
Q1 | $649K | Sell |
2,200
-73
| -3% | -$21.5K | 0.39% | 50 |
|
|
2024
Q4 | $659K | Sell |
2,273
-76
| -3% | -$22K | 0.38% | 48 |
|
|
2024
Q3 | $699K | Sell |
2,349
-391
| -14% | -$116K | 0.43% | 45 |
|
|
2024
Q2 | $707K | Sell |
2,740
-778
| -22% | -$201K | 0.46% | 42 |
|
|
2024
Q1 | $852K | Sell |
3,518
-957
| -21% | -$232K | 0.56% | 38 |
|
|
2023
Q4 | $1.23M | Sell |
4,475
-1,029
| -19% | -$282K | 0.91% | 32 |
|
|
2023
Q3 | $1.56M | Sell |
5,504
-523
| -9% | -$148K | 1.25% | 28 |
|
|
2023
Q2 | $1.81M | Sell |
6,027
-99
| -2% | -$29.7K | 1.41% | 25 |
|
|
2023
Q1 | $1.76M | Sell |
6,126
-163
| -3% | -$46.8K | 1.49% | 26 |
|
|
2022
Q4 | $1.94M | Buy |
6,289
+307
| +5% | +$94.6K | 1.81% | 20 |
|
|
2022
Q3 | $1.39M | Sell |
5,982
-83
| -1% | -$19.3K | 1.37% | 25 |
|
|
2022
Q2 | $1.46M | Sell |
6,065
-53
| -0.9% | -$12.8K | 1.33% | 25 |
|
|
2022
Q1 | $1.53M | Sell |
6,118
-366
| -6% | -$91.5K | 1.25% | 26 |
|
|
2021
Q4 | $1.97M | Buy |
+6,484
| New | +$1.97M | 1.64% | 20 |
|