Heritage Wealth Management (Arizona)’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,345
| Closed | -$58.5K | – | 171 |
|
|
2024
Q1 | $58.5K | Buy |
19,345
+16,135
| +503% | +$48.8K | 0.03% | 177 |
|
|
2023
Q4 | $879K | Buy |
+3,210
| New | +$879K | 0.48% | 48 |
|
|
2022
Q4 | $1.44M | Buy |
4,684
+4,662
| +21,191% | +$1.44M | 0.21% | 76 |
|
|
2022
Q3 | $5K | Hold |
22
| – | – | ﹤0.01% | 748 |
|
|
2022
Q2 | $5.29K | Hold |
22
| – | – | ﹤0.01% | 761 |
|
|
2022
Q1 | $5K | Buy |
+22
| New | +$5K | ﹤0.01% | 788 |
|
|
2021
Q3 | $6K | Hold |
22
| – | – | ﹤0.01% | 703 |
|
|
2021
Q2 | $6K | Hold |
22
| – | – | ﹤0.01% | 716 |
|
|
2021
Q1 | $6K | Buy |
+22
| New | +$6K | ﹤0.01% | 622 |
|