Milestone Asset 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 | – | Sell |
-2,199
| Closed | -$649K | – | 204 |
|
|
2025
Q1 | $649K | Buy |
2,199
+18
| +0.8% | +$5.31K | 0.14% | 116 |
|
|
2024
Q4 | $633K | Buy |
2,181
+57
| +3% | +$16.5K | 0.14% | 136 |
|
|
2024
Q3 | $633K | Buy |
2,124
+16
| +0.8% | +$4.77K | 0.14% | 125 |
|
|
2024
Q2 | $544K | Buy |
2,108
+46
| +2% | +$11.9K | 0.14% | 125 |
|
|
2024
Q1 | $500K | Sell |
2,062
-175
| -8% | -$42.4K | 0.14% | 108 |
|
|
2023
Q4 | $612K | Sell |
2,237
-158
| -7% | -$43.3K | 0.2% | 27 |
|
|
2023
Q3 | $668K | Sell |
2,395
-139
| -5% | -$38.8K | 0.23% | 25 |
|
|
2023
Q2 | $759K | Sell |
2,534
-12
| -0.5% | -$3.59K | 0.33% | 19 |
|
|
2023
Q1 | $731K | Buy |
2,546
+198
| +8% | +$56.9K | 0.42% | 31 |
|
|
2022
Q4 | $725K | Buy |
+2,348
| New | +$725K | 0.43% | 26 |
|