Monte Financial Group’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 | $5.19M | Buy |
18,397
+24
| +0.1% | +$6.77K | 2.02% | 23 |
|
|
2025
Q1 | $4.83M | Sell |
18,373
-60
| -0.3% | -$15.8K | 2.11% | 24 |
|
|
2024
Q4 | $5.35M | Sell |
18,433
-157
| -0.8% | -$45.5K | 2.29% | 19 |
|
|
2024
Q3 | $5.54M | Buy |
18,590
+284
| +2% | +$84.6K | 2.3% | 20 |
|
|
2024
Q2 | $4.72M | Buy |
18,306
+480
| +3% | +$124K | 2.09% | 25 |
|
|
2024
Q1 | $4.32M | Buy |
17,826
+2,547
| +17% | +$617K | 1.89% | 28 |
|
|
2023
Q4 | $4.18M | Buy |
15,279
+161
| +1% | +$44.1K | 1.95% | 28 |
|
|
2023
Q3 | $4.28M | Sell |
15,118
-234
| -2% | -$66.3K | 2.17% | 27 |
|
|
2023
Q2 | $4.6M | Buy |
15,352
+81
| +0.5% | +$24.3K | 2.24% | 25 |
|
|
2023
Q1 | $4.39M | Buy |
15,271
+185
| +1% | +$53.1K | 2.32% | 26 |
|
|
2022
Q4 | $4.65M | Buy |
15,086
+96
| +0.6% | +$29.6K | 2.39% | 22 |
|
|
2022
Q3 | $3.49M | Buy |
14,990
+2,789
| +23% | +$649K | 2.14% | 28 |
|
|
2022
Q2 | $2.93M | Buy |
12,201
+239
| +2% | +$57.5K | 1.71% | 30 |
|
|
2022
Q1 | $2.99M | Buy |
11,962
+2,412
| +25% | +$603K | 1.59% | 31 |
|
|
2021
Q4 | $2.91M | Buy |
9,550
+2,737
| +40% | +$833K | 1.53% | 30 |
|
|
2021
Q3 | $1.75M | Buy |
+6,813
| New | +$1.75M | 1% | 35 |
|
|
2020
Q1 | – | Sell |
-975
| Closed | -$229K | – | 68 |
|
|
2019
Q4 | $229K | Sell |
975
-7,235
| -88% | -$1.7M | 0.17% | 70 |
|
|
2019
Q3 | $1.82M | Sell |
8,210
-136
| -2% | -$30.2K | 1.47% | 33 |
|
|
2019
Q2 | $1.89M | Sell |
8,346
-7
| -0.1% | -$1.58K | 1.6% | 32 |
|
|
2019
Q1 | $1.6M | Buy |
8,353
+1,247
| +18% | +$238K | 1.4% | 33 |
|
|
2018
Q4 | $1.14M | Buy |
7,106
+925
| +15% | +$148K | 1.2% | 31 |
|
|
2018
Q3 | $1.03M | Buy |
+6,181
| New | +$1.03M | 0.97% | 33 |
|