Kozak & Associates’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 | $52K | Sell |
177
-16
| -8% | -$4.7K | 0.01% | 148 |
|
|
2025
Q1 | $52.5K | Buy |
193
+2
| +1% | +$544 | 0.01% | 128 |
|
|
2024
Q4 | $54.3K | Buy |
191
+28
| +17% | +$7.97K | 0.01% | 129 |
|
|
2024
Q3 | $53.4K | Buy |
163
+1
| +0.6% | +$328 | 0.01% | 129 |
|
|
2024
Q2 | $41.1K | Hold |
162
| – | – | 0.01% | 135 |
|
|
2024
Q1 | $41.8K | Buy |
162
+2
| +1% | +$515 | 0.01% | 138 |
|
|
2023
Q4 | $41.7K | Buy |
160
+1
| +0.6% | +$261 | 0.01% | 142 |
|
|
2023
Q3 | $44.7K | Hold |
159
| – | – | 0.02% | 142 |
|
|
2023
Q2 | $47.2K | Hold |
159
| – | – | 0.02% | 142 |
|
|
2023
Q1 | $45.7K | Hold |
159
| – | – | 0.02% | 151 |
|
|
2022
Q4 | $49K | Hold |
159
| – | – | 0.02% | 149 |
|
|
2022
Q3 | $37K | Hold |
159
| – | – | 0.02% | 158 |
|
|
2022
Q2 | $38K | Hold |
159
| – | – | 0.03% | 163 |
|
|
2022
Q1 | $36K | Hold |
159
| – | – | 0.02% | 174 |
|
|
2021
Q4 | $36K | Hold |
159
| – | – | 0.02% | 174 |
|
|
2021
Q3 | $48K | Buy |
+159
| New | +$48K | 0.03% | 160 |
|