Golden State Equity 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 | $515K | Buy |
+1,825
| New | +$515K | 0.1% | 240 |
|
2024
Q4 | – | Sell |
-251
| Closed | -$74.7K | – | 462 |
|
2024
Q3 | $74.7K | Sell |
251
-2,489
| -91% | -$741K | 0.04% | 321 |
|
2024
Q2 | $707K | Buy |
+2,740
| New | +$707K | 0.15% | 157 |
|
2023
Q4 | $241K | Sell |
879
-310
| -26% | -$84.9K | 0.06% | 317 |
|
2023
Q3 | $337K | Buy |
1,189
+4
| +0.3% | +$1.13K | 0.09% | 230 |
|
2023
Q2 | $355K | Buy |
+1,185
| New | +$355K | 0.1% | 232 |
|