Herold Advisors’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 | $587K | Sell |
2,082
-844
| -29% | -$238K | 0.12% | 172 |
|
|
2025
Q1 | $863K | Sell |
2,926
-1,837
| -39% | -$542K | 0.19% | 128 |
|
|
2024
Q4 | $1.38M | Buy |
4,763
+76
| +2% | +$22K | 0.3% | 88 |
|
|
2024
Q3 | $1.4M | Buy |
4,687
+23
| +0.5% | +$6.85K | 0.3% | 89 |
|
|
2024
Q2 | $1.2M | Sell |
4,664
-1,379
| -23% | -$356K | 0.28% | 108 |
|
|
2024
Q1 | $1.46M | Buy |
6,043
+1,196
| +25% | +$290K | 0.35% | 76 |
|
|
2023
Q4 | $1.33M | Sell |
4,847
-200
| -4% | -$54.8K | 0.37% | 80 |
|
|
2023
Q3 | $1.43M | Buy |
5,047
+2,762
| +121% | +$783K | 0.44% | 65 |
|
|
2023
Q2 | $684K | Buy |
2,285
+35
| +2% | +$10.5K | 0.21% | 127 |
|
|
2023
Q1 | $646K | Sell |
2,250
-275
| -11% | -$79K | 0.22% | 114 |
|
|
2022
Q4 | $778K | Hold |
2,525
| – | – | 0.33% | 92 |
|
|
2022
Q3 | $587K | Hold |
2,525
| – | – | 0.28% | 97 |
|
|
2022
Q2 | $607K | Hold |
2,525
| – | – | 0.27% | 103 |
|
|
2022
Q1 | $631K | Hold |
2,525
| – | – | 0.22% | 110 |
|
|
2021
Q4 | $768K | Hold |
2,525
| – | – | 0.3% | 101 |
|
|
2021
Q3 | $646K | Buy |
+2,525
| New | +$646K | 0.25% | 107 |
|