Montag & Associates’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
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|
2025
Q1 | $1.23M | Buy |
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|
2024
Q4 | $1.2M | Hold |
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|
2024
Q3 | $1.24M | Sell |
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|
2024
Q2 | $1.12M | Sell |
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|
2024
Q1 | $1.1M | Sell |
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|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $1.22M | Hold |
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|
2023
Q2 | $1.29M | Hold |
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|
2023
Q1 | $1.24M | Hold |
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|
2022
Q4 | $1.33M | Buy |
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|
2022
Q3 | $1M | Hold |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $1.35M | Hold |
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|
2021
Q3 | $1.14M | Buy |
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|
2021
Q2 | $1.25M | Hold |
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|
2021
Q1 | $1.22M | Sell |
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|
2020
Q4 | $1.55M | Sell |
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|
2020
Q3 | $1.95M | Buy |
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|
2020
Q2 | $1.09M | Hold |
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|
2020
Q1 | $903K | Hold |
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|
2019
Q4 | $1.06M | Hold |
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|
2019
Q3 | $1M | Hold |
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|
2019
Q2 | $1.02M | Sell |
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|
2019
Q1 | $888K | Hold |
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|
2018
Q4 | $744K | Hold |
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|
2018
Q3 | $777K | Hold |
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|
2018
Q2 | $724K | Sell |
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|
2018
Q1 | $819K | Buy |
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|
2017
Q4 | $763K | Hold |
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|
2017
Q3 | $703K | Hold |
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|
2017
Q2 | $665K | Hold |
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|
2017
Q1 | $629K | Hold |
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|
2016
Q4 | $669K | Sell |
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|
2016
Q3 | $699K | Hold |
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|
2016
Q2 | $660K | Sell |
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|
2016
Q1 | $771K | Buy |
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|
2015
Q4 | $605K | Sell |
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|
2015
Q3 | $612K | Hold |
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|
2015
Q2 | $657K | Hold |
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|
2015
Q1 | $726K | Hold |
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|
2014
Q4 | $692K | Hold |
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|
2014
Q3 | $625K | Hold |
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|
2014
Q2 | $617K | Hold |
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|
2014
Q1 | $571K | Sell |
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|
2013
Q4 | $1.02M | Hold |
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|
2013
Q3 | $970K | Hold |
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|
2013
Q2 | $833K | Buy |
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