Harvey Investment Company’s Air Products & Chemicals APD Stock Holding History

Harvey Investment Company’s Portfolio APD Stock Details APD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.55M	Sell	12,586 -475	-4%	-$134K	0.39%	42
2025 Q1	$3.85M	Hold	13,061	–	–	0.43%	42
2024 Q4	$3.79M	Hold	13,061	–	–	0.44%	40
2024 Q3	$3.89M	Hold	13,061	–	–	0.44%	41
2024 Q2	$3.37M	Hold	13,061	–	–	0.4%	45
2024 Q1	$3.16M	Hold	13,061	–	–	0.36%	45
2023 Q4	$3.58M	Hold	13,061	–	–	0.43%	42
2023 Q3	$3.7M	Hold	13,061	–	–	0.48%	43
2023 Q2	$3.91M	Hold	13,061	–	–	0.51%	41
2023 Q1	$3.75M	Hold	13,061	–	–	0.47%	43
2022 Q4	$4.03M	Hold	13,061	–	–	0.52%	41
2022 Q3	$3.04M	Hold	13,061	–	–	0.44%	44
2022 Q2	$3.14M	Hold	13,061	–	–	0.44%	43
2022 Q1	$3.26M	Sell	13,061 -500	-4%	-$125K	0.4%	44
2021 Q4	$4.13M	Hold	13,561	–	–	0.48%	42
2021 Q3	$3.47M	Hold	13,561	–	–	0.45%	42
2021 Q2	$3.9M	Hold	13,561	–	–	0.51%	41
2021 Q1	$3.82M	Sell	13,561 -63	-0.5%	-$17.7K	0.54%	38
2020 Q4	$3.72M	Hold	13,624	–	–	0.52%	39
2020 Q3	$4.06M	Hold	13,624	–	–	0.63%	37
2020 Q2	$3.29M	Sell	13,624 -750	-5%	-$181K	0.56%	39
2020 Q1	$2.87M	Hold	14,374	–	–	0.56%	42
2019 Q4	$3.38M	Hold	14,374	–	–	0.52%	40
2019 Q3	$3.19M	Sell	14,374 -1,100	-7%	-$244K	0.53%	38
2019 Q2	$3.5M	Hold	15,474	–	–	0.59%	37
2019 Q1	$2.96M	Sell	15,474 -437	-3%	-$83.5K	0.51%	39
2018 Q4	$2.55M	Hold	15,911	–	–	0.49%	40
2018 Q3	$2.66M	Hold	15,911	–	–	0.46%	39
2018 Q2	$2.48M	Hold	15,911	–	–	0.46%	41
2018 Q1	$2.53M	Hold	15,911	–	–	0.47%	40
2017 Q4	$2.61M	Hold	15,911	–	–	0.47%	40
2017 Q3	$2.41M	Hold	15,911	–	–	0.47%	39
2017 Q2	$2.28M	Hold	15,911	–	–	0.46%	42
2017 Q1	$2.15M	Hold	15,911	–	–	0.45%	43
2016 Q4	$2.29M	Sell	15,911 -1,289	-7%	-$185K	0.48%	43
2016 Q3	$2.39M	Hold	17,200	–	–	0.51%	41
2016 Q2	$2.26M	Hold	17,200	–	–	0.49%	41
2016 Q1	$2.29M	Hold	17,200	–	–	0.51%	42
2015 Q4	$2.07M	Hold	17,200	–	–	0.47%	43
2015 Q3	$2.03M	Hold	17,200	–	–	0.49%	42
2015 Q2	$2.18M	Hold	17,200	–	–	0.51%	45
2015 Q1	$2.41M	Hold	17,200	–	–	0.57%	42
2014 Q4	$2.3M	Hold	17,200	–	–	0.53%	39
2014 Q3	$2.07M	Sell	17,200 -1,142	-6%	-$138K	0.52%	41
2014 Q2	$2.18M	Hold	18,342	–	–	0.54%	43
2014 Q1	$2.02M	Hold	18,342	–	–	0.52%	43
2013 Q4	$1.9M	Hold	18,342	–	–	0.5%	43
2013 Q3	$1.81M	Sell	18,342 -5,379	-23%	-$530K	0.51%	44
2013 Q2	$2.01M	Buy	+23,721	New	+$2.01M	0.6%	41