Lake Street Advisors Group’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $588K | Buy |
2,028
+31
| +2% | +$8.99K | 0.03% | 305 |
|
|
2024
Q3 | $595K | Buy |
1,997
+106
| +6% | +$31.6K | 0.03% | 294 |
|
|
2024
Q2 | $488K | Sell |
1,891
-125
| -6% | -$32.3K | 0.02% | 324 |
|
|
2024
Q1 | $492K | Buy |
2,016
+40
| +2% | +$9.76K | 0.02% | 348 |
|
|
2023
Q4 | $545K | Buy |
+1,976
| New | +$545K | 0.03% | 313 |
|
|
2021
Q3 | – | Sell |
-1,412
| Closed | -$392K | – | 240 |
|
|
2021
Q2 | $392K | Sell |
1,412
-9
| -0.6% | -$2.5K | 0.03% | 201 |
|
|
2021
Q1 | $400K | Buy |
1,421
+22
| +2% | +$6.19K | 0.03% | 184 |
|
|
2020
Q4 | $382K | Sell |
1,399
-71
| -5% | -$19.4K | 0.03% | 183 |
|
|
2020
Q3 | $438K | Buy |
1,470
+128
| +10% | +$38.1K | 0.04% | 155 |
|
|
2020
Q2 | $324K | Sell |
1,342
-95
| -7% | -$22.9K | 0.03% | 187 |
|
|
2020
Q1 | $287K | Buy |
1,437
+503
| +54% | +$100K | 0.04% | 184 |
|
|
2019
Q4 | $219K | Buy |
+934
| New | +$219K | 0.02% | 231 |
|