HBK Sorce 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
$1.23M Sell
4,347
-22
-0.5% -$6.21K 0.03% 191
2025
Q1
$1.29M Sell
4,369
-169
-4% -$49.8K 0.04% 186
2024
Q4
$1.32M Sell
4,538
-293
-6% -$85K 0.04% 180
2024
Q3
$1.44M Sell
4,831
-187
-4% -$55.7K 0.04% 174
2024
Q2
$1.29M Sell
5,018
-184
-4% -$47.5K 0.05% 177
2024
Q1
$1.26M Buy
5,202
+3,696
+245% +$895K 0.04% 183
2023
Q4
$412K Sell
1,506
-127
-8% -$34.8K 0.02% 355
2023
Q3
$463K Sell
1,633
-227
-12% -$64.3K 0.02% 321
2023
Q2
$557K Sell
1,860
-861
-32% -$258K 0.02% 306
2023
Q1
$782K Sell
2,721
-2,649
-49% -$761K 0.04% 244
2022
Q4
$1.66M Buy
5,370
+2,675
+99% +$825K 0.04% 206
2022
Q3
$627K Buy
2,695
+927
+52% +$216K 0.04% 226
2022
Q2
$425K Sell
1,768
-1,042
-37% -$250K 0.03% 264
2022
Q1
$703K Sell
2,810
-703
-20% -$176K 0.04% 249
2021
Q4
$1.07M Buy
3,513
+4
+0.1% +$1.22K 0.05% 204
2021
Q3
$900K Buy
3,509
+5
+0.1% +$1.28K 0.05% 222
2021
Q2
$1.01M Buy
3,504
+284
+9% +$81.8K 0.06% 198
2021
Q1
$906K Buy
3,220
+57
+2% +$16K 0.05% 199
2020
Q4
$864K Buy
3,163
+1,097
+53% +$300K 0.05% 205
2020
Q3
$615K Sell
2,066
-66
-3% -$19.6K 0.04% 227
2020
Q2
$515K Buy
2,132
+6
+0.3% +$1.45K 0.04% 246
2020
Q1
$424K Buy
2,126
+41
+2% +$8.18K 0.04% 231
2019
Q4
$490K Sell
2,085
-14
-0.7% -$3.29K 0.04% 270
2019
Q3
$466K Buy
2,099
+14
+0.7% +$3.11K 0.04% 258
2019
Q2
$472K Buy
2,085
+900
+76% +$204K 0.05% 252
2019
Q1
$226K Buy
+1,185
New +$226K 0.02% 384