Foundations Investment 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 | $695K | Sell |
2,466
-257
| -9% | -$72.5K | 0.01% | 506 |
|
2025
Q1 | $803K | Sell |
2,723
-679
| -20% | -$200K | 0.01% | 459 |
|
2024
Q4 | $987K | Buy |
3,402
+183
| +6% | +$53.1K | 0.02% | 396 |
|
2024
Q3 | $959K | Buy |
3,219
+249
| +8% | +$74.1K | 0.02% | 365 |
|
2024
Q2 | $766K | Sell |
2,970
-145
| -5% | -$37.4K | 0.02% | 397 |
|
2024
Q1 | $755K | Sell |
3,115
-375
| -11% | -$90.9K | 0.02% | 375 |
|
2023
Q4 | $906K | Buy |
3,490
+189
| +6% | +$49.1K | 0.02% | 324 |
|
2023
Q3 | $936K | Sell |
3,301
-971
| -23% | -$275K | 0.03% | 289 |
|
2023
Q2 | $1.28M | Sell |
4,272
-652
| -13% | -$195K | 0.04% | 235 |
|
2023
Q1 | $1.41M | Buy |
4,924
+2,644
| +116% | +$759K | 0.05% | 193 |
|
2022
Q4 | $703K | Buy |
2,280
+824
| +57% | +$254K | 0.03% | 236 |
|
2022
Q3 | $339K | Buy |
1,456
+59
| +4% | +$13.7K | 0.01% | 308 |
|
2022
Q2 | $332K | Buy |
1,397
+371
| +36% | +$88.2K | 0.01% | 285 |
|
2022
Q1 | $253K | Buy |
+1,026
| New | +$253K | 0.01% | 308 |
|