JNBA Financial 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 | $17.2K | Hold |
61
| – | – | ﹤0.01% | 413 |
|
|
2025
Q1 | $18K | Sell |
61
-92
| -60% | -$27.1K | ﹤0.01% | 398 |
|
|
2024
Q4 | $44.4K | Hold |
153
| – | – | ﹤0.01% | 297 |
|
|
2024
Q3 | $45.6K | Hold |
153
| – | – | ﹤0.01% | 300 |
|
|
2024
Q2 | $39.5K | Hold |
153
| – | – | ﹤0.01% | 313 |
|
|
2024
Q1 | $37.1K | Hold |
153
| – | – | ﹤0.01% | 320 |
|
|
2023
Q4 | $41.9K | Sell |
153
-7
| -4% | -$1.92K | ﹤0.01% | 305 |
|
|
2023
Q3 | $45.3K | Buy |
160
+7
| +5% | +$1.98K | 0.01% | 288 |
|
|
2023
Q2 | $45.8K | Sell |
153
-7
| -4% | -$2.1K | 0.01% | 294 |
|
|
2023
Q1 | $46K | Buy |
160
+7
| +5% | +$2.01K | 0.01% | 289 |
|
|
2022
Q4 | $47.2K | Hold |
153
| – | – | 0.01% | 282 |
|
|
2022
Q3 | $36K | Sell |
153
-33
| -18% | -$7.77K | 0.01% | 305 |
|
|
2022
Q2 | $45K | Hold |
186
| – | – | 0.01% | 288 |
|
|
2022
Q1 | $46K | Hold |
186
| – | – | 0.01% | 299 |
|
|
2021
Q4 | $57K | Buy |
186
+33
| +22% | +$10.1K | 0.01% | 289 |
|
|
2021
Q3 | $39K | Hold |
153
| – | – | 0.01% | 324 |
|
|
2021
Q2 | $44K | Hold |
153
| – | – | 0.01% | 302 |
|
|
2021
Q1 | $43K | Buy |
153
+21
| +16% | +$5.9K | 0.01% | 300 |
|
|
2020
Q4 | $36K | Hold |
132
| – | – | 0.01% | 292 |
|
|
2020
Q3 | $39K | Hold |
132
| – | – | 0.01% | 261 |
|
|
2020
Q2 | $32K | Hold |
132
| – | – | 0.01% | 277 |
|
|
2020
Q1 | $26K | Hold |
132
| – | – | 0.01% | 283 |
|
|
2019
Q4 | $31K | Hold |
132
| – | – | 0.01% | 295 |
|
|
2019
Q3 | $29K | Hold |
132
| – | – | 0.01% | 286 |
|
|
2019
Q2 | $30K | Hold |
132
| – | – | 0.01% | 289 |
|
|
2019
Q1 | $25K | Hold |
132
| – | – | 0.01% | 303 |
|
|
2018
Q4 | $21K | Buy |
+132
| New | +$21K | ﹤0.01% | 289 |
|
|
2018
Q3 | – | Sell |
-132
| Closed | -$21K | – | 489 |
|
|
2018
Q2 | $21K | Hold |
132
| – | – | ﹤0.01% | 309 |
|
|
2018
Q1 | $21K | Hold |
132
| – | – | ﹤0.01% | 305 |
|
|
2017
Q4 | $22K | Hold |
132
| – | – | ﹤0.01% | 302 |
|
|
2017
Q3 | $20K | Hold |
132
| – | – | ﹤0.01% | 297 |
|
|
2017
Q2 | $19K | Hold |
132
| – | – | ﹤0.01% | 293 |
|
|
2017
Q1 | $18K | Hold |
132
| – | – | ﹤0.01% | 305 |
|
|
2016
Q4 | $19K | Sell |
132
-318
| -71% | -$45.8K | ﹤0.01% | 301 |
|
|
2016
Q3 | $63K | Buy |
450
+407
| +947% | +$57K | 0.01% | 478 |
|
|
2016
Q2 | $6K | Sell |
43
-14
| -25% | -$1.95K | ﹤0.01% | 389 |
|
|
2016
Q1 | $8K | Buy |
57
+14
| +33% | +$1.97K | ﹤0.01% | 370 |
|
|
2015
Q4 | $5K | Hold |
43
| – | – | ﹤0.01% | 395 |
|
|
2015
Q3 | $5K | Hold |
43
| – | – | ﹤0.01% | 402 |
|
|
2015
Q2 | $5K | Hold |
43
| – | – | ﹤0.01% | 406 |
|
|
2015
Q1 | $6K | Sell |
43
-179
| -81% | -$25K | ﹤0.01% | 398 |
|
|
2014
Q4 | $30K | Hold |
222
| – | – | 0.01% | 239 |
|
|
2014
Q3 | $27K | Hold |
222
| – | – | 0.01% | 250 |
|
|
2014
Q2 | $26K | Hold |
222
| – | – | 0.01% | 239 |
|
|
2014
Q1 | $24K | Hold |
222
| – | – | 0.01% | 229 |
|
|
2013
Q4 | $23K | Hold |
222
| – | – | 0.01% | 229 |
|
|
2013
Q3 | $22K | Buy |
222
+179
| +416% | +$17.7K | 0.01% | 223 |
|
|
2013
Q2 | $4K | Buy |
+43
| New | +$4K | ﹤0.01% | 309 |
|