Forvis Mazars Wealth Advisors’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 | – | Sell |
-732
| Closed | -$216K | – | 396 |
|
|
2025
Q1 | $216K | Buy |
+732
| New | +$216K | 0.01% | 376 |
|
|
2023
Q4 | – | Sell |
-868
| Closed | -$246K | – | 385 |
|
|
2023
Q3 | $246K | Sell |
868
-90
| -9% | -$25.5K | 0.01% | 352 |
|
|
2023
Q2 | $287K | Sell |
958
-98
| -9% | -$29.4K | 0.01% | 363 |
|
|
2023
Q1 | $303K | Buy |
1,056
+64
| +6% | +$18.4K | 0.01% | 332 |
|
|
2022
Q4 | $306K | Buy |
992
+125
| +14% | +$38.5K | 0.01% | 320 |
|
|
2022
Q3 | $202K | Sell |
867
-100
| -10% | -$23.3K | 0.01% | 373 |
|
|
2022
Q2 | $233K | Buy |
967
+2
| +0.2% | +$482 | 0.01% | 354 |
|
|
2022
Q1 | $241K | Hold |
965
| – | – | 0.01% | 271 |
|
|
2021
Q4 | $294K | Sell |
965
-200
| -17% | -$60.9K | 0.01% | 231 |
|
|
2021
Q3 | $298K | Buy |
+1,165
| New | +$298K | 0.01% | 221 |
|
|
2021
Q1 | – | Sell |
-926
| Closed | -$253K | – | 277 |
|
|
2020
Q4 | $253K | Sell |
926
-146
| -14% | -$39.9K | 0.01% | 314 |
|
|
2020
Q3 | $319K | Buy |
1,072
+3
| +0.3% | +$893 | 0.02% | 249 |
|
|
2020
Q2 | $258K | Buy |
+1,069
| New | +$258K | 0.02% | 264 |
|
|
2020
Q1 | – | Sell |
-1,023
| Closed | -$240K | – | 284 |
|
|
2019
Q4 | $240K | Buy |
1,023
+84
| +9% | +$19.7K | 0.02% | 261 |
|
|
2019
Q3 | $208K | Buy |
939
+11
| +1% | +$2.44K | 0.02% | 248 |
|
|
2019
Q2 | $210K | Buy |
+928
| New | +$210K | 0.02% | 248 |
|