Kingswood 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 | $3.76M | Sell |
13,342
-204
| -2% | -$57.5K | 0.3% | 71 |
|
|
2025
Q1 | $3.99M | Sell |
13,546
-753
| -5% | -$222K | 0.36% | 56 |
|
|
2024
Q4 | $4.15M | Sell |
14,299
-1,990
| -12% | -$577K | 0.31% | 62 |
|
|
2024
Q3 | $4.85M | Buy |
16,289
+1,467
| +10% | +$437K | 0.35% | 65 |
|
|
2024
Q2 | $3.82M | Buy |
14,822
+6,808
| +85% | +$1.76M | 0.34% | 63 |
|
|
2024
Q1 | $1.94M | Sell |
8,014
-6,873
| -46% | -$1.67M | 0.22% | 102 |
|
|
2023
Q4 | $4.08M | Buy |
14,887
+1,506
| +11% | +$412K | 0.46% | 39 |
|
|
2023
Q3 | $3.79M | Buy |
13,381
+514
| +4% | +$146K | 0.65% | 33 |
|
|
2023
Q2 | $3.85M | Buy |
+12,867
| New | +$3.85M | 1.23% | 15 |
|