Legacy Private Trust’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 | $860K | Sell |
3,048
-62
| -2% | -$17.5K | 0.06% | 161 |
|
|
2025
Q1 | $917K | Buy |
3,110
+1,050
| +51% | +$310K | 0.06% | 158 |
|
|
2024
Q4 | $597K | Hold |
2,060
| – | – | 0.04% | 175 |
|
|
2024
Q3 | $613K | Buy |
2,060
+16
| +0.8% | +$4.76K | 0.04% | 172 |
|
|
2024
Q2 | $527K | Hold |
2,044
| – | – | 0.04% | 173 |
|
|
2024
Q1 | $495K | Hold |
2,044
| – | – | 0.04% | 180 |
|
|
2023
Q4 | $560K | Hold |
2,044
| – | – | 0.04% | 168 |
|
|
2023
Q3 | $579K | Hold |
2,044
| – | – | 0.05% | 161 |
|
|
2023
Q2 | $612K | Hold |
2,044
| – | – | 0.05% | 157 |
|
|
2023
Q1 | $587K | Buy |
2,044
+32
| +2% | +$9.19K | 0.05% | 158 |
|
|
2022
Q4 | $620K | Buy |
2,012
+200
| +11% | +$61.7K | 0.06% | 163 |
|
|
2022
Q3 | $422K | Sell |
1,812
-150
| -8% | -$34.9K | 0.04% | 176 |
|
|
2022
Q2 | $472K | Sell |
1,962
-175
| -8% | -$42.1K | 0.04% | 172 |
|
|
2022
Q1 | $534K | Buy |
2,137
+175
| +9% | +$43.7K | 0.04% | 185 |
|
|
2021
Q4 | $597K | Buy |
1,962
+250
| +15% | +$76.1K | 0.04% | 183 |
|
|
2021
Q3 | $438K | Hold |
1,712
| – | – | 0.04% | 189 |
|
|
2021
Q2 | $493K | Sell |
1,712
-137
| -7% | -$39.5K | 0.04% | 180 |
|
|
2021
Q1 | $520K | Hold |
1,849
| – | – | 0.05% | 177 |
|
|
2020
Q4 | $505K | Sell |
1,849
-48
| -3% | -$13.1K | 0.05% | 171 |
|
|
2020
Q3 | $565K | Buy |
1,897
+48
| +3% | +$14.3K | 0.06% | 153 |
|
|
2020
Q2 | $446K | Sell |
1,849
-50
| -3% | -$12.1K | 0.05% | 161 |
|
|
2020
Q1 | $379K | Sell |
1,899
-161
| -8% | -$32.1K | 0.05% | 164 |
|
|
2019
Q4 | $484K | Buy |
2,060
+137
| +7% | +$32.2K | 0.05% | 173 |
|
|
2019
Q3 | $427K | Hold |
1,923
| – | – | 0.05% | 183 |
|
|
2019
Q2 | $435K | Hold |
1,923
| – | – | 0.05% | 179 |
|
|
2019
Q1 | $367K | Buy |
1,923
+23
| +1% | +$4.39K | 0.04% | 185 |
|
|
2018
Q4 | $304K | Hold |
1,900
| – | – | 0.04% | 197 |
|
|
2018
Q3 | $317K | Hold |
1,900
| – | – | 0.04% | 196 |
|
|
2018
Q2 | $296K | Hold |
1,900
| – | – | 0.04% | 201 |
|
|
2018
Q1 | $302K | Hold |
1,900
| – | – | 0.04% | 203 |
|
|
2017
Q4 | $312K | Hold |
1,900
| – | – | 0.04% | 192 |
|
|
2017
Q3 | $287K | Hold |
1,900
| – | – | 0.03% | 206 |
|
|
2017
Q2 | $272K | Hold |
1,900
| – | – | 0.03% | 204 |
|
|
2017
Q1 | $257K | Sell |
1,900
-50
| -3% | -$6.76K | 0.03% | 217 |
|
|
2016
Q4 | $280K | Sell |
1,950
-158
| -7% | -$22.7K | 0.04% | 209 |
|
|
2016
Q3 | $293K | Hold |
2,108
| – | – | 0.04% | 205 |
|
|
2016
Q2 | $277K | Hold |
2,108
| – | – | 0.04% | 203 |
|
|
2016
Q1 | $281K | Sell |
2,108
-173
| -8% | -$23.1K | 0.04% | 206 |
|
|
2015
Q4 | $275K | Hold |
2,281
| – | – | 0.04% | 207 |
|
|
2015
Q3 | $269K | Hold |
2,281
| – | – | 0.04% | 210 |
|
|
2015
Q2 | $289K | Sell |
2,281
-108
| -5% | -$13.7K | 0.04% | 216 |
|
|
2015
Q1 | $334K | Sell |
2,389
-270
| -10% | -$37.7K | 0.05% | 208 |
|
|
2014
Q4 | $355K | Sell |
2,659
-162
| -6% | -$21.6K | 0.05% | 208 |
|
|
2014
Q3 | $340K | Sell |
2,821
-3,238
| -53% | -$390K | 0.05% | 208 |
|
|
2014
Q2 | $721K | Buy |
+6,059
| New | +$721K | 0.11% | 162 |
|