Mark Sheptoff Financial Planning’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 | $21.2K | Hold |
75
| – | – | 0.01% | 266 |
|
|
2025
Q1 | $22.1K | Hold |
75
| – | – | 0.01% | 240 |
|
|
2024
Q4 | $21.8K | Hold |
75
| – | – | 0.01% | 252 |
|
|
2024
Q3 | $22.3K | Hold |
75
| – | – | 0.01% | 241 |
|
|
2024
Q2 | $19.4K | Hold |
75
| – | – | 0.01% | 256 |
|
|
2024
Q1 | $18.2K | Hold |
75
| – | – | 0.01% | 243 |
|
|
2023
Q4 | $20.5K | Hold |
75
| – | – | 0.01% | 224 |
|
|
2023
Q3 | $21.3K | Hold |
75
| – | – | 0.01% | 204 |
|
|
2023
Q2 | $22.5K | Hold |
75
| – | – | 0.01% | 215 |
|
|
2023
Q1 | $21.5K | Hold |
75
| – | – | 0.01% | 215 |
|
|
2022
Q4 | $23.1K | Hold |
75
| – | – | 0.01% | 210 |
|
|
2022
Q3 | $17K | Hold |
75
| – | – | 0.01% | 218 |
|
|
2022
Q2 | $18K | Hold |
75
| – | – | 0.01% | 223 |
|
|
2022
Q1 | $19K | Hold |
75
| – | – | 0.01% | 246 |
|
|
2021
Q4 | $23K | Hold |
75
| – | – | 0.01% | 241 |
|
|
2021
Q3 | $19K | Hold |
75
| – | – | 0.01% | 249 |
|
|
2021
Q2 | $22K | Hold |
75
| – | – | 0.01% | 258 |
|
|
2021
Q1 | $21K | Hold |
75
| – | – | 0.01% | 227 |
|
|
2020
Q4 | $20K | Hold |
75
| – | – | 0.01% | 218 |
|
|
2020
Q3 | $22K | Hold |
75
| – | – | 0.01% | 184 |
|
|
2020
Q2 | $18K | Hold |
75
| – | – | 0.01% | 205 |
|
|
2020
Q1 | $15K | Hold |
75
| – | – | 0.01% | 195 |
|
|
2019
Q4 | $18K | Hold |
75
| – | – | 0.01% | 228 |
|
|
2019
Q3 | $17K | Hold |
75
| – | – | 0.01% | 224 |
|
|
2019
Q2 | $17K | Hold |
75
| – | – | 0.01% | 222 |
|
|
2019
Q1 | $14K | Hold |
75
| – | – | 0.01% | 236 |
|
|
2018
Q4 | $12K | Hold |
75
| – | – | 0.01% | 224 |
|
|
2018
Q3 | $13K | Hold |
75
| – | – | 0.01% | 271 |
|
|
2018
Q2 | $12K | Hold |
75
| – | – | 0.01% | 264 |
|
|
2018
Q1 | $12K | Hold |
75
| – | – | 0.01% | 267 |
|
|
2017
Q4 | $12K | Hold |
75
| – | – | 0.01% | 268 |
|
|
2017
Q3 | $11K | Hold |
75
| – | – | 0.01% | 278 |
|
|
2017
Q2 | $11K | Sell |
75
-1
| -1% | -$147 | 0.01% | 268 |
|
|
2017
Q1 | $10K | Buy |
76
+1
| +1% | +$132 | 0.01% | 277 |
|
|
2016
Q4 | $11K | Sell |
75
-6
| -7% | -$880 | 0.01% | 261 |
|
|
2016
Q3 | $11K | Sell |
81
-11
| -12% | -$1.49K | 0.01% | 255 |
|
|
2016
Q2 | $12K | Hold |
92
| – | – | 0.01% | 239 |
|
|
2016
Q1 | $12K | Hold |
92
| – | – | 0.01% | 238 |
|
|
2015
Q4 | $11K | Hold |
92
| – | – | 0.01% | 264 |
|
|
2015
Q3 | $11K | Buy |
92
+81
| +736% | +$9.69K | 0.01% | 242 |
|
|
2015
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 346 |
|