Icon Wealth 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 | $1.9M | Sell |
6,750
-261
| -4% | -$73.6K | 0.14% | 120 |
|
|
2025
Q1 | $2.07M | Sell |
7,011
-865
| -11% | -$255K | 0.17% | 99 |
|
|
2024
Q4 | $2.28M | Buy |
7,876
+230
| +3% | +$66.7K | 0.19% | 92 |
|
|
2024
Q3 | $2.28M | Buy |
7,646
+169
| +2% | +$50.3K | 0.19% | 88 |
|
|
2024
Q2 | $1.97M | Sell |
7,477
-2,268
| -23% | -$598K | 0.18% | 93 |
|
|
2024
Q1 | $2.36M | Sell |
9,745
-1,722
| -15% | -$417K | 0.22% | 85 |
|
|
2023
Q4 | $3.14M | Buy |
+11,467
| New | +$3.14M | 0.33% | 63 |
|
|
2022
Q4 | $6.18M | Buy |
20,049
+687
| +4% | +$212K | 0.71% | 30 |
|
|
2022
Q3 | $4.51M | Buy |
+19,362
| New | +$4.51M | 0.55% | 42 |
|