Guardian Wealth Advisors (North Carolina)’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 | $346K | Buy |
1,225
+16
| +1% | +$4.51K | 0.02% | 247 |
|
|
2025
Q1 | $357K | Sell |
1,209
-3
| -0.2% | -$885 | 0.03% | 224 |
|
|
2024
Q4 | $352K | Buy |
1,212
+74
| +7% | +$21.5K | 0.03% | 231 |
|
|
2024
Q3 | $339K | Hold |
1,138
| – | – | 0.04% | 202 |
|
|
2024
Q2 | $294K | Buy |
1,138
+18
| +2% | +$4.65K | 0.03% | 204 |
|
|
2024
Q1 | $271K | Buy |
1,120
+56
| +5% | +$13.6K | 0.03% | 220 |
|
|
2023
Q4 | $291K | Sell |
1,064
-74
| -7% | -$20.3K | 0.04% | 194 |
|
|
2023
Q3 | $325K | Buy |
1,138
+19
| +2% | +$5.42K | 0.06% | 177 |
|
|
2023
Q2 | $337K | Buy |
1,119
+71
| +7% | +$21.4K | 0.06% | 161 |
|
|
2023
Q1 | $303K | Hold |
1,048
| – | – | 0.05% | 168 |
|
|
2022
Q4 | $325K | Hold |
1,048
| – | – | 0.06% | 145 |
|
|
2022
Q3 | $246K | Hold |
1,048
| – | – | 0.05% | 160 |
|
|
2022
Q2 | $254K | Buy |
+1,048
| New | +$254K | 0.05% | 160 |
|