Modera 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 | $1.75M | Sell |
6,208
-521
| -8% | -$147K | 0.02% | 273 |
|
|
2025
Q1 | $1.98M | Sell |
6,729
-7,818
| -54% | -$2.31M | 0.03% | 245 |
|
|
2024
Q4 | $4.22M | Sell |
14,547
-2,181
| -13% | -$633K | 0.05% | 194 |
|
|
2024
Q3 | $4.98M | Buy |
16,728
+1,064
| +7% | +$317K | 0.06% | 167 |
|
|
2024
Q2 | $4.04M | Buy |
15,664
+238
| +2% | +$61.4K | 0.06% | 172 |
|
|
2024
Q1 | $3.74M | Sell |
15,426
-249
| -2% | -$60.3K | 0.06% | 185 |
|
|
2023
Q4 | $4.29M | Sell |
15,675
-659
| -4% | -$180K | 0.07% | 165 |
|
|
2023
Q3 | $4.63M | Sell |
16,334
-10
| -0.1% | -$2.83K | 0.09% | 153 |
|
|
2023
Q2 | $4.9M | Buy |
16,344
+15,421
| +1,671% | +$4.62M | 0.09% | 150 |
|
|
2023
Q1 | $265K | Sell |
923
-199
| -18% | -$57.2K | 0.01% | 302 |
|
|
2022
Q4 | $346K | Hold |
1,122
| – | – | 0.01% | 261 |
|
|
2022
Q3 | $261K | Buy |
1,122
+19
| +2% | +$4.42K | 0.01% | 266 |
|
|
2022
Q2 | $265K | Sell |
1,103
-10
| -0.9% | -$2.4K | 0.01% | 275 |
|
|
2022
Q1 | $278K | Sell |
1,113
-115
| -9% | -$28.7K | 0.01% | 294 |
|
|
2021
Q4 | $374K | Buy |
1,228
+29
| +2% | +$8.83K | 0.01% | 341 |
|
|
2021
Q3 | $307K | Buy |
1,199
+256
| +27% | +$65.5K | 0.02% | 205 |
|
|
2021
Q2 | $271K | Hold |
943
| – | – | 0.01% | 192 |
|
|
2021
Q1 | $265K | Sell |
943
-52
| -5% | -$14.6K | 0.02% | 185 |
|
|
2020
Q4 | $272K | Buy |
+995
| New | +$272K | 0.02% | 192 |
|