Independent Advisor Alliance’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 | $1.57M | Buy |
5,552
+62
| +1% | +$17.5K | 0.05% | 327 |
|
|
2025
Q1 | $1.62M | Sell |
5,490
-212
| -4% | -$62.5K | 0.05% | 289 |
|
|
2024
Q4 | $1.65M | Buy |
5,702
+636
| +13% | +$184K | 0.02% | 570 |
|
|
2024
Q3 | $1.51M | Sell |
5,066
-5,182
| -51% | -$1.54M | 0.05% | 264 |
|
|
2024
Q2 | $2.64M | Sell |
10,248
-2,571
| -20% | -$663K | 0.09% | 183 |
|
|
2024
Q1 | $3.11M | Sell |
12,819
-3,172
| -20% | -$769K | 0.11% | 165 |
|
|
2023
Q4 | $4.38M | Buy |
15,991
+926
| +6% | +$254K | 0.16% | 113 |
|
|
2023
Q3 | $4.27M | Sell |
15,065
-182
| -1% | -$51.6K | 0.19% | 96 |
|
|
2023
Q2 | $4.57M | Buy |
15,247
+1,028
| +7% | +$308K | 0.2% | 96 |
|
|
2023
Q1 | $4.08M | Buy |
14,219
+512
| +4% | +$147K | 0.2% | 100 |
|
|
2022
Q4 | $4.23K | Sell |
13,707
-64
| -0.5% | -$20 | ﹤0.01% | 199 |
|
|
2022
Q3 | $3.21M | Buy |
13,771
+1,725
| +14% | +$401K | 0.19% | 111 |
|
|
2022
Q2 | $2.9M | Buy |
12,046
+522
| +5% | +$126K | 0.16% | 123 |
|
|
2022
Q1 | $2.88M | Buy |
11,524
+784
| +7% | +$196K | 0.14% | 132 |
|
|
2021
Q4 | $3.27M | Buy |
10,740
+991
| +10% | +$302K | 0.16% | 114 |
|
|
2021
Q3 | $2.5M | Buy |
9,749
+671
| +7% | +$172K | 0.14% | 135 |
|
|
2021
Q2 | $2.61M | Buy |
9,078
+560
| +7% | +$161K | 0.14% | 144 |
|
|
2021
Q1 | $2.4M | Buy |
8,518
+5,098
| +149% | +$1.43M | 0.14% | 137 |
|
|
2020
Q4 | $934K | Sell |
3,420
-15,167
| -82% | -$4.14M | 0.06% | 223 |
|
|
2020
Q3 | $5.54M | Buy |
+18,587
| New | +$5.54M | 0.42% | 65 |
|