HHGA
Halbert Hargrove Global Advisors’s Air Products & Chemicals APD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-20
| Closed | -$5.9K | – | 324 |
|
2025
Q1 | $5.9K | Buy |
+20
| New | +$5.9K | ﹤0.01% | 285 |
|
2023
Q1 | – | Sell |
-667
| Closed | -$206K | – | 162 |
|
2022
Q4 | $206K | Buy |
+667
| New | +$206K | 0.01% | 147 |
|
2015
Q3 | – | Sell |
-2,638
| Closed | -$361K | – | 104 |
|
2015
Q2 | $361K | Sell |
2,638
-82
| -3% | -$11.2K | 0.09% | 116 |
|
2015
Q1 | $411K | Buy |
2,720
+1,190
| +78% | +$180K | 0.13% | 115 |
|
2014
Q4 | $221K | Buy |
+1,530
| New | +$221K | 0.11% | 124 |
|