Global Retirement Partners’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 | $3.22M | Buy |
+11,408
| New | +$3.22M | 0.08% | 230 |
|
|
2024
Q4 | $2.86M | Buy |
9,868
+361
| +4% | +$105K | 0.08% | 231 |
|
|
2024
Q3 | $2.83M | Buy |
9,507
+45
| +0.5% | +$13.4K | 0.09% | 226 |
|
|
2024
Q2 | $2.44M | Buy |
9,462
+1,274
| +16% | +$329K | 0.08% | 245 |
|
|
2024
Q1 | $1.98M | Buy |
8,188
+718
| +10% | +$174K | 0.07% | 240 |
|
|
2023
Q4 | $1.95M | Buy |
7,470
+667
| +10% | +$174K | 0.08% | 227 |
|
|
2023
Q3 | $1.94M | Sell |
6,803
-257
| -4% | -$73.2K | 0.1% | 194 |
|
|
2023
Q2 | $2.11M | Buy |
7,060
+301
| +4% | +$90.2K | 0.1% | 188 |
|
|
2023
Q1 | $1.99M | Buy |
6,759
+3,365
| +99% | +$989K | 0.11% | 193 |
|
|
2022
Q4 | $1.05M | Buy |
3,394
+16
| +0.5% | +$4.93K | 0.07% | 254 |
|
|
2022
Q3 | $846K | Buy |
3,378
+326
| +11% | +$81.6K | 0.06% | 265 |
|
|
2022
Q2 | $734K | Buy |
3,052
+53
| +2% | +$12.7K | 0.06% | 294 |
|
|
2022
Q1 | $710K | Buy |
+2,999
| New | +$710K | 0.06% | 300 |
|
|
2021
Q4 | – | Sell |
-1,048
| Closed | -$268K | – | 327 |
|
|
2021
Q3 | $268K | Buy |
1,048
+477
| +84% | +$122K | 0.03% | 414 |
|
|
2021
Q2 | $164K | Buy |
571
+106
| +23% | +$30.4K | 0.02% | 508 |
|
|
2021
Q1 | $131K | Sell |
465
-666
| -59% | -$188K | 0.02% | 498 |
|
|
2020
Q4 | $309K | Sell |
1,131
-1,049
| -48% | -$287K | 0.04% | 317 |
|
|
2020
Q3 | $649K | Buy |
2,180
+117
| +6% | +$34.8K | 0.1% | 196 |
|
|
2020
Q2 | $498K | Buy |
2,063
+766
| +59% | +$185K | 0.08% | 216 |
|
|
2020
Q1 | $259K | Buy |
1,297
+927
| +251% | +$185K | 0.05% | 280 |
|
|
2019
Q4 | $87K | Buy |
370
+46
| +14% | +$10.8K | 0.01% | 517 |
|
|
2019
Q3 | $72K | Hold |
324
| – | – | 0.01% | 548 |
|
|
2019
Q2 | $73K | Sell |
324
-47
| -13% | -$10.6K | 0.01% | 523 |
|
|
2019
Q1 | $71K | Buy |
371
+90
| +32% | +$17.2K | 0.02% | 459 |
|
|
2018
Q4 | $45K | Buy |
281
+73
| +35% | +$11.7K | 0.01% | 531 |
|
|
2018
Q3 | $35K | Buy |
208
+53
| +34% | +$8.92K | 0.01% | 648 |
|
|
2018
Q2 | $24K | Hold |
155
| – | – | 0.01% | 733 |
|
|
2018
Q1 | $25K | Hold |
155
| – | – | 0.01% | 697 |
|
|
2017
Q4 | $25K | Hold |
155
| – | – | 0.01% | 663 |
|
|
2017
Q3 | $23K | Hold |
155
| – | – | 0.01% | 606 |
|
|
2017
Q2 | $22K | Sell |
155
-16
| -9% | -$2.27K | 0.01% | 578 |
|
|
2017
Q1 | $23K | Hold |
171
| – | – | 0.01% | 525 |
|
|
2016
Q4 | $25K | Buy |
+171
| New | +$25K | 0.02% | 465 |
|