Marks Group Wealth Management’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 | $9.34M | Buy |
33,101
+1,442
| +5% | +$407K | 0.87% | 33 |
|
|
2025
Q1 | $9.34M | Buy |
31,659
+893
| +3% | +$263K | 0.9% | 26 |
|
|
2024
Q4 | $8.92M | Sell |
30,766
-1,230
| -4% | -$357K | 0.88% | 37 |
|
|
2024
Q3 | $9.53M | Buy |
31,996
+768
| +2% | +$229K | 0.91% | 29 |
|
|
2024
Q2 | $8.06M | Buy |
31,228
+4,471
| +17% | +$1.15M | 0.85% | 42 |
|
|
2024
Q1 | $6.48M | Buy |
26,757
+478
| +2% | +$116K | 0.68% | 69 |
|
|
2023
Q4 | $7.2M | Sell |
26,279
-332
| -1% | -$90.9K | 0.82% | 48 |
|
|
2023
Q3 | $7.54M | Sell |
26,611
-157
| -0.6% | -$44.5K | 0.93% | 21 |
|
|
2023
Q2 | $8.02M | Buy |
26,768
+59
| +0.2% | +$17.7K | 0.95% | 16 |
|
|
2023
Q1 | $7.67M | Sell |
26,709
-864
| -3% | -$248K | 0.98% | 16 |
|
|
2022
Q4 | $8.5M | Sell |
27,573
-2,083
| -7% | -$642K | 1.16% | 7 |
|
|
2022
Q3 | $6.9M | Buy |
29,656
+1,075
| +4% | +$250K | 1.05% | 10 |
|
|
2022
Q2 | $6.87M | Buy |
28,581
+6,590
| +30% | +$1.58M | 0.99% | 16 |
|
|
2022
Q1 | $5.5M | Buy |
21,991
+2,249
| +11% | +$562K | 0.69% | 63 |
|
|
2021
Q4 | $6M | Buy |
19,742
+239
| +1% | +$72.6K | 0.73% | 53 |
|
|
2021
Q3 | $5.01M | Buy |
19,503
+268
| +1% | +$68.8K | 0.68% | 67 |
|
|
2021
Q2 | $5.53M | Buy |
19,235
+612
| +3% | +$176K | 0.76% | 57 |
|
|
2021
Q1 | $5.25M | Buy |
18,623
+1,462
| +9% | +$412K | 0.78% | 56 |
|
|
2020
Q4 | $4.69M | Buy |
17,161
+98
| +0.6% | +$26.8K | 0.73% | 60 |
|
|
2020
Q3 | $5.08M | Sell |
17,063
-1,148
| -6% | -$342K | 0.92% | 19 |
|
|
2020
Q2 | $4.41M | Buy |
+18,211
| New | +$4.41M | 0.9% | 35 |
|
|
2020
Q1 | – | Sell |
-7,796
| Closed | -$1.83M | – | 226 |
|
|
2019
Q4 | $1.83M | Buy |
+7,796
| New | +$1.83M | 0.36% | 111 |
|