GoalVest 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 | $183K | Buy |
650
+576
| +778% | +$162K | 0.05% | 132 |
|
|
2025
Q1 | $21.8K | Buy |
74
+1
| +1% | +$295 | 0.01% | 233 |
|
|
2024
Q4 | $21.2K | Sell |
73
-48
| -40% | -$13.9K | 0.01% | 244 |
|
|
2024
Q3 | $36K | Buy |
121
+71
| +142% | +$21.1K | 0.01% | 216 |
|
|
2024
Q2 | $12.9K | Sell |
50
-5
| -9% | -$1.29K | ﹤0.01% | 262 |
|
|
2024
Q1 | $13.3K | Sell |
55
-39
| -41% | -$9.45K | ﹤0.01% | 296 |
|
|
2023
Q4 | $25.7K | Sell |
94
-218
| -70% | -$59.7K | 0.01% | 187 |
|
|
2023
Q3 | $88.4K | Buy |
312
+79
| +34% | +$22.4K | 0.04% | 113 |
|
|
2023
Q2 | $69.8K | Buy |
+233
| New | +$69.8K | 0.04% | 122 |
|
|
2022
Q2 | – | Sell |
-2,116
| Closed | -$529K | – | 317 |
|
|
2022
Q1 | $529K | Buy |
+2,116
| New | +$529K | 0.3% | 85 |
|