Investment Advisory Services’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 | $225K | Sell |
796
-3
| -0.4% | -$846 | 0.07% | 122 |
|
2025
Q1 | $236K | Hold |
799
| – | – | 0.09% | 108 |
|
2024
Q4 | $232K | Buy |
799
+1
| +0.1% | +$290 | 0.08% | 107 |
|
2024
Q3 | $238K | Sell |
798
-1
| -0.1% | -$298 | 0.08% | 110 |
|
2024
Q2 | $206K | Buy |
+799
| New | +$206K | 0.08% | 115 |
|
2024
Q1 | – | Sell |
-796
| Closed | -$218K | – | 118 |
|
2023
Q4 | $218K | Hold |
796
| – | – | 0.09% | 110 |
|
2023
Q3 | $226K | Hold |
796
| – | – | 0.1% | 101 |
|
2023
Q2 | $238K | Hold |
796
| – | – | 0.1% | 97 |
|
2023
Q1 | $229K | Hold |
796
| – | – | 0.11% | 92 |
|
2022
Q4 | $245K | Buy |
+796
| New | +$245K | 0.13% | 93 |
|
2022
Q1 | – | Sell |
-888
| Closed | -$270K | – | 98 |
|
2021
Q4 | $270K | Buy |
888
+92
| +12% | +$28K | 0.15% | 84 |
|
2021
Q3 | $204K | Hold |
796
| – | – | 0.12% | 93 |
|
2021
Q2 | $229K | Buy |
+796
| New | +$229K | 0.14% | 88 |
|
2020
Q4 | $217K | Hold |
796
| – | – | 0.15% | 84 |
|
2020
Q3 | $237K | Buy |
+796
| New | +$237K | 0.19% | 74 |
|