Gladstone Institutional Advisory’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 | $1.29M | Buy |
4,568
+57
| +1% | +$16.1K | 0.05% | 308 |
|
|
2025
Q1 | $1.33M | Sell |
4,511
-267
| -6% | -$78.8K | 0.06% | 285 |
|
|
2024
Q4 | $1.39M | Sell |
4,778
-889
| -16% | -$258K | 0.06% | 284 |
|
|
2024
Q3 | $1.69M | Sell |
5,667
-602
| -10% | -$179K | 0.08% | 246 |
|
|
2024
Q2 | $1.62M | Buy |
6,269
+1
| +0% | +$258 | 0.08% | 244 |
|
|
2024
Q1 | $1.52M | Buy |
6,268
+1,345
| +27% | +$326K | 0.08% | 252 |
|
|
2023
Q4 | $1.35M | Sell |
4,923
-62
| -1% | -$17K | 0.08% | 251 |
|
|
2023
Q3 | $1.41M | Sell |
4,985
-90
| -2% | -$25.5K | 0.09% | 225 |
|
|
2023
Q2 | $1.52M | Sell |
5,075
-7,106
| -58% | -$2.13M | 0.09% | 221 |
|
|
2023
Q1 | $3.5M | Buy |
12,181
+1,413
| +13% | +$406K | 0.23% | 132 |
|
|
2022
Q4 | $3.32M | Buy |
10,768
+7,327
| +213% | +$2.26M | 0.23% | 122 |
|
|
2022
Q3 | $801K | Sell |
3,441
-82
| -2% | -$19.1K | 0.06% | 309 |
|
|
2022
Q2 | $847K | Buy |
3,523
+149
| +4% | +$35.8K | 0.07% | 309 |
|
|
2022
Q1 | $843K | Buy |
3,374
+147
| +5% | +$36.7K | 0.06% | 332 |
|
|
2021
Q4 | $982K | Buy |
3,227
+1,843
| +133% | +$561K | 0.08% | 264 |
|
|
2021
Q3 | $355K | Sell |
1,384
-101
| -7% | -$25.9K | 0.03% | 401 |
|
|
2021
Q2 | $427K | Buy |
1,485
+549
| +59% | +$158K | 0.05% | 321 |
|
|
2021
Q1 | $263K | Buy |
+936
| New | +$263K | 0.04% | 345 |
|