HFR Wealth Management’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 | $10.3M | Buy |
36,511
+509
| +1% | +$144K | 2.49% | 22 |
|
|
2025
Q1 | $10.6M | Buy |
36,002
+123
| +0.3% | +$36.3K | 2.58% | 24 |
|
|
2024
Q4 | $10.4M | Buy |
35,879
+62
| +0.2% | +$18K | 2.57% | 20 |
|
|
2024
Q3 | $10.7M | Buy |
35,817
+548
| +2% | +$163K | 2.59% | 24 |
|
|
2024
Q2 | $9.1M | Buy |
35,269
+350
| +1% | +$90.3K | 2.32% | 24 |
|
|
2024
Q1 | $8.46M | Buy |
34,919
+744
| +2% | +$180K | 2.14% | 26 |
|
|
2023
Q4 | $9.36M | Buy |
34,175
+489
| +1% | +$134K | 2.54% | 19 |
|
|
2023
Q3 | $9.55M | Sell |
33,686
-204
| -0.6% | -$57.8K | 2.79% | 16 |
|
|
2023
Q2 | $10.2M | Sell |
33,890
-102
| -0.3% | -$30.6K | 2.82% | 15 |
|
|
2023
Q1 | $9.76M | Sell |
33,992
-1,187
| -3% | -$341K | 2.77% | 15 |
|
|
2022
Q4 | $10.8M | Sell |
35,179
-86
| -0.2% | -$26.5K | 3.15% | 8 |
|
|
2022
Q3 | $8.21M | Sell |
35,265
-812
| -2% | -$189K | 2.68% | 21 |
|
|
2022
Q2 | $8.68M | Buy |
36,077
+310
| +0.9% | +$74.6K | 2.62% | 22 |
|
|
2022
Q1 | $8.94M | Buy |
35,767
+550
| +2% | +$137K | 2.37% | 25 |
|
|
2021
Q4 | $10.7M | Buy |
35,217
+578
| +2% | +$176K | 2.69% | 16 |
|
|
2021
Q3 | $8.87M | Buy |
34,639
+1,152
| +3% | +$295K | 2.58% | 20 |
|
|
2021
Q2 | $9.63M | Buy |
+33,487
| New | +$9.63M | 2.9% | 12 |
|