LFA
Legacy Financial Advisors’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702K | Buy |
2,488
+82
| +3% | +$23.1K | 0.11% | 165 |
|
|
2025
Q1 | $709K | Buy |
2,406
+209
| +10% | +$61.6K | 0.12% | 150 |
|
|
2024
Q4 | $637K | Buy |
2,197
+174
| +9% | +$50.5K | 0.11% | 164 |
|
|
2024
Q3 | $602K | Buy |
2,023
+120
| +6% | +$35.7K | 0.1% | 172 |
|
|
2024
Q2 | $491K | Buy |
1,903
+148
| +8% | +$38.2K | 0.09% | 177 |
|
|
2024
Q1 | $425K | Sell |
1,755
-100
| -5% | -$24.2K | 0.08% | 197 |
|
|
2023
Q4 | $508K | Buy |
1,855
+9
| +0.5% | +$2.46K | 0.1% | 166 |
|
|
2023
Q3 | $523K | Buy |
1,846
+103
| +6% | +$29.2K | 0.1% | 130 |
|
|
2023
Q2 | $522K | Buy |
1,743
+92
| +6% | +$27.6K | 0.1% | 135 |
|
|
2023
Q1 | $474K | Buy |
1,651
+75
| +5% | +$21.6K | 0.1% | 132 |
|
|
2022
Q4 | $486K | Buy |
1,576
+119
| +8% | +$36.7K | 0.1% | 115 |
|
|
2022
Q3 | $339K | Buy |
1,457
+130
| +10% | +$30.2K | 0.08% | 143 |
|
|
2022
Q2 | $319K | Buy |
1,327
+184
| +16% | +$44.2K | 0.08% | 142 |
|
|
2022
Q1 | $286K | Buy |
1,143
+94
| +9% | +$23.5K | 0.06% | 169 |
|
|
2021
Q4 | $319K | Buy |
1,049
+37
| +4% | +$11.3K | 0.07% | 137 |
|
|
2021
Q3 | $259K | Sell |
1,012
-4
| -0.4% | -$1.02K | 0.06% | 147 |
|
|
2021
Q2 | $292K | Buy |
1,016
+65
| +7% | +$18.7K | 0.07% | 124 |
|
|
2021
Q1 | $268K | Buy |
951
+23
| +2% | +$6.48K | 0.07% | 125 |
|
|
2020
Q4 | $254K | Sell |
928
-5
| -0.5% | -$1.37K | 0.07% | 114 |
|
|
2020
Q3 | $278K | Buy |
+933
| New | +$278K | 0.08% | 89 |
|
|
2019
Q2 | – | Sell |
-373
| Closed | -$71K | – | 171 |
|
|
2019
Q1 | $71K | Buy |
373
+118
| +46% | +$22.5K | 0.02% | 220 |
|
|
2018
Q4 | $41K | Buy |
255
+133
| +109% | +$21.4K | 0.02% | 274 |
|
|
2018
Q3 | $20K | Buy |
122
+12
| +11% | +$1.97K | 0.01% | 373 |
|
|
2018
Q2 | $17K | Buy |
110
+6
| +6% | +$927 | 0.01% | 406 |
|
|
2018
Q1 | $16K | Hold |
104
| – | – | 0.01% | 391 |
|
|
2017
Q4 | $17K | Buy |
+104
| New | +$17K | 0.01% | 387 |
|