Moneta Group Investment 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 | $646K | Buy |
2,292
+345
| +18% | +$97.3K | 0.01% | 382 |
|
|
2025
Q1 | $574K | Sell |
1,947
-189
| -9% | -$55.7K | 0.01% | 389 |
|
|
2024
Q4 | $620K | Buy |
2,136
+256
| +14% | +$74.3K | 0.01% | 363 |
|
|
2024
Q3 | $560K | Buy |
1,880
+31
| +2% | +$9.23K | 0.01% | 382 |
|
|
2024
Q2 | $477K | Sell |
1,849
-441
| -19% | -$114K | 0.01% | 401 |
|
|
2024
Q1 | $555K | Buy |
2,290
+383
| +20% | +$92.8K | 0.01% | 359 |
|
|
2023
Q4 | $522K | Buy |
1,907
+44
| +2% | +$12K | 0.01% | 336 |
|
|
2023
Q3 | $528K | Buy |
1,863
+194
| +12% | +$55K | 0.01% | 307 |
|
|
2023
Q2 | $500K | Buy |
1,669
+171
| +11% | +$51.2K | 0.01% | 322 |
|
|
2023
Q1 | $430K | Sell |
1,498
-210
| -12% | -$60.3K | 0.01% | 342 |
|
|
2022
Q4 | $547K | Buy |
1,708
+234
| +16% | +$75K | 0.02% | 281 |
|
|
2022
Q3 | $343K | Sell |
1,474
-181
| -11% | -$42.1K | 0.01% | 327 |
|
|
2022
Q2 | $398K | Sell |
1,655
-146
| -8% | -$35.1K | 0.01% | 334 |
|
|
2022
Q1 | $450K | Buy |
1,801
+59
| +3% | +$14.7K | 0.02% | 303 |
|
|
2021
Q4 | $530K | Buy |
1,742
+172
| +11% | +$52.3K | 0.02% | 287 |
|
|
2021
Q3 | $402K | Buy |
1,570
+138
| +10% | +$35.3K | 0.02% | 316 |
|
|
2021
Q2 | $412K | Buy |
1,432
+67
| +5% | +$19.3K | 0.02% | 311 |
|
|
2021
Q1 | $384K | Buy |
1,365
+69
| +5% | +$19.4K | 0.02% | 291 |
|
|
2020
Q4 | $354K | Buy |
1,296
+574
| +80% | +$157K | 0.03% | 231 |
|
|
2020
Q3 | $215K | Sell |
722
-181
| -20% | -$53.9K | 0.02% | 247 |
|
|
2020
Q2 | $218K | Buy |
+903
| New | +$218K | 0.02% | 231 |
|
|
2019
Q1 | – | Sell |
-4,186
| Closed | -$670K | – | 257 |
|
|
2018
Q4 | $670K | Sell |
4,186
-121
| -3% | -$19.4K | 0.08% | 120 |
|
|
2018
Q3 | $719K | Sell |
4,307
-910
| -17% | -$152K | 0.07% | 124 |
|
|
2018
Q2 | $812K | Buy |
+5,217
| New | +$812K | 0.09% | 131 |
|
|
2018
Q1 | – | Sell |
-3
| Closed | – | – | 600 |
|
|
2017
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 456 |
|