LFS
Legacy Financial Strategies’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $621K | Sell |
2,202
-7,746
| -78% | -$2.19M | 0.12% | 70 |
|
|
2025
Q1 | $2.93M | Buy |
9,948
+66
| +0.7% | +$19.5K | 0.64% | 33 |
|
|
2024
Q4 | $2.8M | Buy |
9,882
+155
| +2% | +$43.9K | 0.6% | 34 |
|
|
2024
Q3 | $2.9M | Sell |
9,727
-101
| -1% | -$30.1K | 0.64% | 34 |
|
|
2024
Q2 | $2.49M | Buy |
9,828
+828
| +9% | +$209K | 0.6% | 37 |
|
|
2024
Q1 | $2.18M | Buy |
9,000
+189
| +2% | +$45.8K | 0.56% | 40 |
|
|
2023
Q4 | $2.41M | Sell |
8,811
-15
| -0.2% | -$4.11K | 0.69% | 35 |
|
|
2023
Q3 | $2.29M | Buy |
8,826
+343
| +4% | +$89.2K | 0.74% | 31 |
|
|
2023
Q2 | $2.54M | Buy |
8,483
+694
| +9% | +$208K | 0.85% | 24 |
|
|
2023
Q1 | $2.24M | Buy |
7,789
+210
| +3% | +$60.3K | 0.83% | 22 |
|
|
2022
Q4 | $2.34M | Buy |
7,579
+373
| +5% | +$115K | 0.97% | 17 |
|
|
2022
Q3 | $1.68M | Buy |
7,206
+1,011
| +16% | +$235K | 0.78% | 25 |
|
|
2022
Q2 | $1.49M | Buy |
6,195
+427
| +7% | +$103K | 0.74% | 29 |
|
|
2022
Q1 | $1.44M | Buy |
5,768
+459
| +9% | +$115K | 0.61% | 38 |
|
|
2021
Q4 | $1.62M | Buy |
5,309
+185
| +4% | +$56.3K | 0.7% | 31 |
|
|
2021
Q3 | $1.31M | Buy |
5,124
+405
| +9% | +$104K | 0.62% | 36 |
|
|
2021
Q2 | $1.36M | Buy |
4,719
+287
| +6% | +$82.6K | 0.65% | 34 |
|
|
2021
Q1 | $1.25M | Buy |
4,432
+203
| +5% | +$57.1K | 0.66% | 30 |
|
|
2020
Q4 | $1.16M | Buy |
4,229
+21
| +0.5% | +$5.74K | 0.59% | 30 |
|
|
2020
Q3 | $1.25M | Sell |
4,208
-32
| -0.8% | -$9.53K | 0.72% | 18 |
|
|
2020
Q2 | $1.02M | Buy |
4,240
+73
| +2% | +$17.6K | 0.79% | 19 |
|
|
2020
Q1 | $832K | Sell |
4,167
-116
| -3% | -$23.2K | 0.79% | 15 |
|
|
2019
Q4 | $1.01M | Buy |
4,283
+273
| +7% | +$64.1K | 0.81% | 17 |
|
|
2019
Q3 | $848K | Buy |
4,010
+160
| +4% | +$33.8K | 0.75% | 19 |
|
|
2019
Q2 | $877K | Buy |
3,850
+78
| +2% | +$17.8K | 0.82% | 13 |
|
|
2019
Q1 | $720K | Buy |
3,772
+259
| +7% | +$49.4K | 0.62% | 18 |
|
|
2018
Q4 | $562K | Buy |
3,513
+199
| +6% | +$31.8K | 0.56% | 25 |
|
|
2018
Q3 | $524K | Buy |
+3,314
| New | +$524K | 0.53% | 28 |
|