Householder Group Estate & Retirement Specialist’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
Q4 | – | Sell |
-260
| Closed | -$77K | – | 566 |
|
|
2024
Q3 | $77K | Buy |
260
+1
| +0.4% | +$296 | 0.02% | 410 |
|
|
2024
Q2 | $66K | Buy |
259
+40
| +18% | +$10.2K | 0.02% | 434 |
|
|
2024
Q1 | $53.2K | Hold |
219
| – | – | 0.02% | 459 |
|
|
2023
Q4 | $60K | Sell |
219
-20
| -8% | -$5.48K | 0.02% | 426 |
|
|
2023
Q3 | $67.9K | Buy |
+239
| New | +$67.9K | 0.02% | 387 |
|
|
2023
Q1 | $69K | Sell |
240
-66
| -22% | -$19K | 0.03% | 374 |
|
|
2022
Q4 | $94K | Buy |
306
+67
| +28% | +$20.6K | 0.14% | 75 |
|
|
2022
Q3 | $55K | Buy |
+239
| New | +$55K | 0.02% | 379 |
|