Mayflower Financial Advisors’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 | – | Sell |
-730
| Closed | -$215K | – | 389 |
|
|
2025
Q1 | $215K | Sell |
730
-106
| -13% | -$31.3K | 0.03% | 367 |
|
|
2024
Q4 | $243K | Buy |
836
+3
| +0.4% | +$870 | 0.04% | 337 |
|
|
2024
Q3 | $248K | Sell |
833
-64
| -7% | -$19K | 0.04% | 322 |
|
|
2024
Q2 | $231K | Sell |
897
-3
| -0.3% | -$774 | 0.04% | 316 |
|
|
2024
Q1 | $218K | Sell |
900
-1,368
| -60% | -$332K | 0.04% | 331 |
|
|
2023
Q4 | $621K | Sell |
2,268
-199
| -8% | -$54.5K | 0.09% | 183 |
|
|
2023
Q3 | $699K | Buy |
2,467
+175
| +8% | +$49.6K | 0.1% | 152 |
|
|
2023
Q2 | $686K | Sell |
2,292
-32
| -1% | -$9.58K | 0.09% | 168 |
|
|
2023
Q1 | $667K | Buy |
2,324
+380
| +20% | +$109K | 0.09% | 166 |
|
|
2022
Q4 | $599K | Buy |
1,944
+747
| +62% | +$230K | 0.08% | 172 |
|
|
2022
Q3 | $279K | Sell |
1,197
-29
| -2% | -$6.76K | 0.05% | 258 |
|
|
2022
Q2 | $295K | Buy |
1,226
+151
| +14% | +$36.3K | 0.05% | 249 |
|
|
2022
Q1 | $269K | Buy |
1,075
+126
| +13% | +$31.5K | 0.04% | 293 |
|
|
2021
Q4 | $289K | Hold |
949
| – | – | 0.04% | 272 |
|
|
2021
Q3 | $279K | Buy |
+949
| New | +$279K | 0.04% | 271 |
|