Geneos 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 | $5.2M | Sell |
18,438
-17,054
| -48% | -$4.81M | 0.13% | 202 |
|
|
2025
Q1 | $10.5M | Buy |
35,492
+17,389
| +96% | +$5.13M | 0.15% | 167 |
|
|
2024
Q4 | $5.25M | Buy |
18,103
+651
| +4% | +$189K | 0.18% | 128 |
|
|
2024
Q3 | $5.2M | Buy |
17,452
+533
| +3% | +$159K | 0.2% | 121 |
|
|
2024
Q2 | $4.37M | Sell |
16,919
-3,465
| -17% | -$894K | 0.19% | 123 |
|
|
2024
Q1 | $4.94M | Sell |
20,384
-809
| -4% | -$196K | 0.23% | 116 |
|
|
2023
Q4 | $5.8M | Sell |
21,193
-4,263
| -17% | -$1.17M | 0.29% | 82 |
|
|
2023
Q3 | $7.21M | Buy |
25,456
+21,286
| +510% | +$6.03M | 0.37% | 54 |
|
|
2023
Q2 | $1.25M | Buy |
4,170
+1,554
| +59% | +$465K | 0.07% | 276 |
|
|
2023
Q1 | $751K | Buy |
2,616
+1,718
| +191% | +$493K | 0.05% | 357 |
|
|
2022
Q4 | $277K | Buy |
898
+55
| +7% | +$16.9K | 0.02% | 558 |
|
|
2022
Q3 | $196K | Sell |
843
-1,179
| -58% | -$274K | 0.01% | 605 |
|
|
2022
Q2 | $490K | Sell |
2,022
-18
| -0.9% | -$4.36K | 0.02% | 498 |
|
|
2022
Q1 | $509K | Sell |
2,040
-5
| -0.2% | -$1.25K | 0.02% | 528 |
|
|
2021
Q4 | $622K | Buy |
2,045
+55
| +3% | +$16.7K | 0.02% | 510 |
|
|
2021
Q3 | $512K | Hold |
1,990
| – | – | 0.02% | 563 |
|
|
2021
Q2 | $578K | Sell |
1,990
-774
| -28% | -$225K | 0.02% | 529 |
|
|
2021
Q1 | $797K | Buy |
2,764
+58
| +2% | +$16.7K | 0.02% | 497 |
|
|
2020
Q4 | $577K | Buy |
2,706
+906
| +50% | +$193K | 0.02% | 502 |
|
|
2020
Q3 | $523K | Hold |
1,800
| – | – | 0.03% | 417 |
|
|
2020
Q2 | $424K | Sell |
1,800
-31
| -2% | -$7.3K | 0.02% | 446 |
|
|
2020
Q1 | $353K | Sell |
1,831
-39
| -2% | -$7.52K | 0.02% | 448 |
|
|
2019
Q4 | $440K | Sell |
1,870
-5
| -0.3% | -$1.18K | 0.02% | 463 |
|
|
2019
Q3 | $414K | Hold |
1,875
| – | – | 0.02% | 456 |
|
|
2019
Q2 | $424K | Sell |
1,875
-30
| -2% | -$6.78K | 0.03% | 454 |
|
|
2019
Q1 | $363K | Buy |
1,905
+78
| +4% | +$14.9K | 0.02% | 485 |
|
|
2018
Q4 | $293K | Buy |
1,827
+27
| +2% | +$4.33K | 0.02% | 495 |
|
|
2018
Q3 | $300K | Buy |
1,800
+87
| +5% | +$14.5K | 0.02% | 508 |
|
|
2018
Q2 | $266K | Sell |
1,713
-68
| -4% | -$10.6K | 0.02% | 481 |
|
|
2018
Q1 | $283K | Buy |
1,781
+108
| +6% | +$17.2K | 0.02% | 436 |
|
|
2017
Q4 | $274K | Sell |
1,673
-74
| -4% | -$12.1K | 0.02% | 443 |
|
|
2017
Q3 | $264K | Buy |
1,747
+92
| +6% | +$13.9K | 0.03% | 434 |
|
|
2017
Q2 | $236K | Sell |
1,655
-300
| -15% | -$42.8K | 0.02% | 453 |
|
|
2017
Q1 | $264K | Sell |
1,955
-74
| -4% | -$9.99K | 0.03% | 412 |
|
|
2016
Q4 | $291K | Sell |
2,029
-171
| -8% | -$24.5K | 0.04% | 362 |
|
|
2016
Q3 | $305K | Sell |
2,200
-43
| -2% | -$5.96K | 0.04% | 352 |
|
|
2016
Q2 | $292K | Hold |
2,243
| – | – | 0.04% | 356 |
|
|
2016
Q1 | $301K | Buy |
+2,243
| New | +$301K | 0.05% | 335 |
|