LRI Investments’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 | $872K | Buy |
3,093
+66
| +2% | +$18.6K | 0.07% | 118 |
|
|
2025
Q1 | $893K | Buy |
3,027
+616
| +26% | +$182K | 0.09% | 115 |
|
|
2024
Q4 | $699K | Hold |
2,411
| – | – | 0.07% | 107 |
|
|
2024
Q3 | $762K | Sell |
2,411
-506
| -17% | -$160K | 0.07% | 108 |
|
|
2024
Q2 | $753K | Buy |
2,917
+2,406
| +471% | +$621K | 0.09% | 83 |
|
|
2024
Q1 | $124K | Buy |
+511
| New | +$124K | 0.03% | 179 |
|