Kovitz Investment Group Partners’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 | $16.8M | Sell |
59,738
-305
| -0.5% | -$86K | 0.07% | 223 |
|
|
2025
Q1 | $17.7M | Sell |
60,043
-371
| -0.6% | -$109K | 0.09% | 190 |
|
|
2024
Q4 | $17.5M | Buy |
60,414
+1,065
| +2% | +$309K | 0.09% | 192 |
|
|
2024
Q3 | $16.7M | Buy |
59,349
+20,687
| +54% | +$5.83M | 0.12% | 159 |
|
|
2024
Q2 | $9.98M | Sell |
38,662
-1,217
| -3% | -$314K | 0.09% | 177 |
|
|
2024
Q1 | $9.66M | Buy |
39,879
+11,957
| +43% | +$2.9M | 0.12% | 120 |
|
|
2023
Q4 | $7.65M | Buy |
27,922
+54
| +0.2% | +$14.8K | 0.13% | 93 |
|
|
2023
Q3 | $7.9M | Sell |
27,868
-210
| -0.7% | -$59.5K | 0.14% | 86 |
|
|
2023
Q2 | $8.41M | Sell |
28,078
-172
| -0.6% | -$51.5K | 0.12% | 84 |
|
|
2023
Q1 | $8.11M | Buy |
28,250
+567
| +2% | +$163K | 0.14% | 92 |
|
|
2022
Q4 | $8.53M | Sell |
27,683
-271
| -1% | -$83.5K | 0.17% | 84 |
|
|
2022
Q3 | $6.51M | Buy |
27,954
+86
| +0.3% | +$20K | 0.15% | 94 |
|
|
2022
Q2 | $6.7M | Buy |
27,868
+685
| +3% | +$165K | 0.15% | 104 |
|
|
2022
Q1 | $6.79M | Buy |
+27,183
| New | +$6.79M | 0.13% | 117 |
|
|
2021
Q4 | – | Sell |
-24,724
| Closed | -$6.33M | – | 393 |
|
|
2021
Q3 | $6.33M | Buy |
24,724
+720
| +3% | +$184K | 0.13% | 119 |
|
|
2021
Q2 | $6.91M | Sell |
24,004
-225
| -0.9% | -$64.7K | 0.14% | 112 |
|
|
2021
Q1 | $6.82M | Buy |
+24,229
| New | +$6.82M | 0.16% | 98 |
|