HeadInvest LLC’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $371K | Sell |
1,278
-25
| -2% | -$6.89K | 0.08% | 169 |
|
|
2025
Q4 | $322K | Hold |
1,303
| – | – | 0.06% | 175 |
|
|
2025
Q3 | $355K | Hold |
1,303
| – | – | 0.07% | 169 |
|
|
2025
Q2 | $368K | Hold |
1,303
| – | – | 0.08% | 164 |
|
|
2025
Q1 | $384K | Hold |
1,303
| – | – | 0.07% | 171 |
|
|
2024
Q4 | $378K | Hold |
1,303
| – | – | 0.07% | 175 |
|
|
2024
Q3 | $388K | Buy |
1,303
+95
| +8% | +$26K | 0.07% | 170 |
|
|
2024
Q2 | $312K | Hold |
1,208
| – | – | 0.06% | 176 |
|
|
2024
Q1 | $293K | Sell |
1,208
-8
| -0.7% | -$1.96K | 0.06% | 190 |
|
|
2023
Q4 | $333K | Hold |
1,216
| – | – | 0.07% | 175 |
|
|
2023
Q3 | $339K | Hold |
1,216
| – | – | 0.07% | 166 |
|
|
2023
Q2 | $351K | Sell |
1,216
-154
| -11% | -$43.9K | 0.08% | 170 |
|
|
2023
Q1 | $393K | Sell |
1,370
-70
| -5% | -$20.4K | 0.09% | 158 |
|
|
2022
Q4 | $444K | Sell |
1,440
-205
| -12% | -$57.8K | 0.1% | 146 |
|
|
2022
Q3 | $383K | Sell |
1,645
-1,007
| -38% | -$249K | 0.09% | 152 |
|
|
2022
Q2 | $638K | Sell |
2,652
-12
| -0.5% | -$2.92K | 0.14% | 111 |
|
|
2022
Q1 | $666K | Sell |
2,664
-373
| -12% | -$95.8K | 0.13% | 118 |
|
|
2021
Q4 | $924K | Buy |
3,037
+8
| +0.3% | +$2.35K | 0.16% | 95 |
|
|
2021
Q3 | $776K | Buy |
3,029
+264
| +10% | +$73K | 0.15% | 103 |
|
|
2021
Q2 | $795K | Buy |
2,765
+17
| +0.6% | +$4.99K | 0.15% | 104 |
|
|
2021
Q1 | $773K | Buy |
2,748
+10
| +0.4% | +$2.72K | 0.16% | 103 |
|
|
2020
Q4 | $748K | Buy |
2,738
+8
| +0.3% | +$2.25K | 0.16% | 97 |
|
|
2020
Q3 | $813K | Sell |
2,730
-20
| -0.7% | -$5.75K | 0.24% | 74 |
|
|
2020
Q2 | $664K | Sell |
2,750
-25
| -0.9% | -$5.71K | 0.21% | 83 |
|
|
2020
Q1 | $554K | Sell |
2,775
-230
| -8% | -$52.4K | 0.21% | 83 |
|
|
2019
Q4 | $706K | Sell |
3,005
-50
| -2% | -$11.3K | 0.2% | 80 |
|
|
2019
Q3 | $678K | Hold |
3,055
| – | – | 0.21% | 79 |
|
|
2019
Q2 | $692K | Sell |
3,055
-50
| -2% | -$10.4K | 0.2% | 78 |
|
|
2019
Q1 | $593K | Sell |
3,105
-3,105
| -50% | -$534K | 0.17% | 89 |
|
|
2018
Q4 | $994K | Buy |
6,210
+3,055
| +97% | +$484K | 0.16% | 94 |
|
|
2018
Q3 | $527K | Sell |
3,155
-80
| -2% | -$13K | 0.15% | 97 |
|
|
2018
Q2 | $504K | Hold |
3,235
| – | – | 0.15% | 101 |
|
|
2018
Q1 | $514K | Sell |
3,235
-50
| -2% | -$8.24K | 0.16% | 91 |
|
|
2017
Q4 | $539K | Hold |
3,285
| – | – | 0.17% | 89 |
|
|
2017
Q3 | $524K | Hold |
3,285
| – | – | 0.16% | 88 |
|
|
2017
Q2 | $470K | Hold |
3,285
| – | – | 0.15% | 91 |
|
|
2017
Q1 | $444K | Hold |
3,285
| – | – | 0.15% | 91 |
|
|
2016
Q4 | $472K | Sell |
3,285
-180
| -5% | -$25.2K | 0.18% | 84 |
|
|
2016
Q3 | $434K | Hold |
3,465
| – | – | 0.15% | 90 |
|
|
2016
Q2 | $455K | Hold |
3,465
| – | – | 0.17% | 79 |
|
|
2016
Q1 | $462K | Hold |
3,465
| – | – | 0.18% | 77 |
|
|
2015
Q4 | $417K | Buy |
3,465
+227
| +7% | +$28.6K | 0.17% | 77 |
|
|
2015
Q3 | $382K | Hold |
3,238
| – | – | 0.15% | 82 |
|
|
2015
Q2 | $410K | Hold |
3,238
| – | – | 0.15% | 85 |
|
|
2015
Q1 | $453K | Hold |
3,238
| – | – | 0.16% | 82 |
|
|
2014
Q4 | $432K | Sell |
3,238
-162
| -5% | -$20.5K | 0.17% | 76 |
|
|
2014
Q3 | $424K | Hold |
3,400
| – | – | 0.17% | 78 |
|
|
2014
Q2 | $405K | Sell |
3,400
-59
| -2% | -$6.58K | 0.16% | 80 |
|
|
2014
Q1 | $381K | Hold |
3,459
| – | – | 0.16% | 78 |
|
|
2013
Q4 | $358K | Sell |
3,459
-216
| -6% | -$21.8K | 0.15% | 79 |
|
|
2013
Q3 | $362K | Hold |
3,675
| – | – | 0.16% | 77 |
|
|
2013
Q2 | $311K | Buy |
+3,675
| New | +$309K | 0.14% | 84 |
|
Other funds holding APD
VCM
VPM
