Kestra Private Wealth 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 | $6.72M | Sell |
23,839
-571
| -2% | -$161K | 0.1% | 234 |
|
|
2025
Q1 | $7.2M | Buy |
24,410
+356
| +1% | +$105K | 0.12% | 197 |
|
|
2024
Q4 | $6.98M | Buy |
24,054
+3,210
| +15% | +$931K | 0.12% | 188 |
|
|
2024
Q3 | $6.21M | Buy |
20,844
+764
| +4% | +$227K | 0.11% | 199 |
|
|
2024
Q2 | $5.18M | Buy |
20,080
+1,299
| +7% | +$335K | 0.1% | 215 |
|
|
2024
Q1 | $4.55M | Buy |
18,781
+1,657
| +10% | +$401K | 0.1% | 217 |
|
|
2023
Q4 | $4.69M | Buy |
17,124
+1,028
| +6% | +$281K | 0.12% | 195 |
|
|
2023
Q3 | $4.56M | Buy |
16,096
+675
| +4% | +$191K | 0.14% | 166 |
|
|
2023
Q2 | $4.62M | Buy |
15,421
+2,309
| +18% | +$692K | 0.16% | 151 |
|
|
2023
Q1 | $3.77M | Buy |
13,112
+1,866
| +17% | +$536K | 0.15% | 156 |
|
|
2022
Q4 | $3.47M | Buy |
11,246
+345
| +3% | +$106K | 0.18% | 146 |
|
|
2022
Q3 | $2.54M | Buy |
10,901
+1,094
| +11% | +$255K | 0.15% | 164 |
|
|
2022
Q2 | $2.36M | Buy |
9,807
+6,796
| +226% | +$1.63M | 0.13% | 181 |
|
|
2022
Q1 | $752K | Sell |
3,011
-1,598
| -35% | -$399K | 0.04% | 454 |
|
|
2021
Q4 | $1.4M | Buy |
4,609
+1,305
| +39% | +$397K | 0.07% | 306 |
|
|
2021
Q3 | $846K | Buy |
3,304
+818
| +33% | +$209K | 0.05% | 392 |
|
|
2021
Q2 | $715K | Sell |
2,486
-18
| -0.7% | -$5.18K | 0.04% | 423 |
|
|
2021
Q1 | $705K | Sell |
2,504
-185
| -7% | -$52.1K | 0.05% | 379 |
|
|
2020
Q4 | $729K | Buy |
2,689
+1,247
| +86% | +$338K | 0.05% | 354 |
|
|
2020
Q3 | $430K | Buy |
+1,442
| New | +$430K | 0.04% | 413 |
|