First Business Financial Services’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-2,370
| Closed | -$574K | – | 159 |
|
2024
Q1 | $574K | Hold |
2,370
| – | – | 0.06% | 102 |
|
2023
Q4 | $649K | Hold |
2,370
| – | – | 0.08% | 96 |
|
2023
Q3 | $672K | Buy |
2,370
+10
| +0.4% | +$2.83K | 0.09% | 96 |
|
2023
Q2 | $707K | Hold |
2,360
| – | – | 0.09% | 93 |
|
2023
Q1 | $678K | Hold |
2,360
| – | – | 0.09% | 94 |
|
2022
Q4 | $727K | Hold |
2,360
| – | – | 0.1% | 84 |
|
2022
Q3 | $549K | Hold |
2,360
| – | – | 0.08% | 94 |
|
2022
Q2 | $568K | Sell |
2,360
-100
| -4% | -$24.1K | 0.08% | 96 |
|
2022
Q1 | $615K | Hold |
2,460
| – | – | 0.07% | 93 |
|
2021
Q4 | $748K | Hold |
2,460
| – | – | 0.08% | 93 |
|
2021
Q3 | $630K | Buy |
2,460
+100
| +4% | +$25.6K | 0.07% | 96 |
|
2021
Q2 | $679K | Buy |
2,360
+305
| +15% | +$87.8K | 0.08% | 89 |
|
2021
Q1 | $578K | Buy |
2,055
+80
| +4% | +$22.5K | 0.08% | 83 |
|
2020
Q4 | $540K | Sell |
1,975
-75
| -4% | -$20.5K | 0.08% | 79 |
|
2020
Q3 | $611K | Hold |
2,050
| – | – | 0.1% | 62 |
|
2020
Q2 | $495K | Hold |
2,050
| – | – | 0.09% | 73 |
|
2020
Q1 | $409K | Hold |
2,050
| – | – | 0.08% | 69 |
|
2019
Q4 | $482K | Hold |
2,050
| – | – | 0.08% | 80 |
|
2019
Q3 | $455K | Buy |
+2,050
| New | +$455K | 0.08% | 78 |
|