McClarren 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 |
-68
| Closed | -$20K | – | 95 |
|
|
2025
Q1 | $20K | Buy |
+68
| New | +$20K | 0.01% | 184 |
|
|
2024
Q4 | – | Sell |
-365
| Closed | -$252 | – | 207 |
|
|
2024
Q3 | $252 | Buy |
365
+107
| +41% | +$74 | 0.03% | 67 |
|
|
2024
Q2 | $17K | Buy |
258
+191
| +285% | +$12.6K | 0.01% | 224 |
|
|
2024
Q1 | $17K | Buy |
67
+1
| +2% | +$254 | 0.01% | 220 |
|
|
2023
Q4 | $18K | Buy |
66
+1
| +2% | +$273 | 0.01% | 244 |
|
|
2023
Q3 | $18K | Hold |
65
| – | – | 0.02% | 223 |
|
|
2023
Q2 | $19K | Hold |
65
| – | – | 0.02% | 218 |
|
|
2023
Q1 | $18K | Buy |
65
+1
| +2% | +$277 | 0.02% | 213 |
|
|
2022
Q4 | $19K | Hold |
64
| – | – | 0.02% | 213 |
|
|
2022
Q3 | $14K | Buy |
+64
| New | +$14K | 0.01% | 220 |
|
|
2022
Q2 | – | Sell |
-63
| Closed | -$15K | – | 49 |
|
|
2022
Q1 | $15K | Sell |
63
-1
| -2% | -$238 | 0.01% | 190 |
|
|
2021
Q4 | $20K | Buy |
64
+2
| +3% | +$625 | 0.01% | 191 |
|
|
2021
Q3 | $16K | Hold |
62
| – | – | 0.01% | 178 |
|
|
2021
Q2 | $17K | Hold |
62
| – | – | 0.01% | 192 |
|
|
2021
Q1 | $18K | Buy |
62
+1
| +2% | +$290 | 0.02% | 165 |
|
|
2020
Q4 | $16K | Buy |
+61
| New | +$16K | 0.02% | 148 |
|