Morningstar Investment Services’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
Q1 | $3.96M | Sell |
13,422
-19,022
| -59% | -$5.61M | 0.73% | 34 |
|
|
2024
Q4 | $9.41M | Sell |
32,444
-291,724
| -90% | -$84.6M | 0.86% | 29 |
|
|
2024
Q3 | $97.4M | Sell |
324,168
-3,728
| -1% | -$1.12M | 0.99% | 26 |
|
|
2024
Q2 | $86.3M | Sell |
327,896
-3,196
| -1% | -$841K | 0.94% | 29 |
|
|
2024
Q1 | $80.5M | Sell |
331,092
-352,965
| -52% | -$85.8M | 0.89% | 30 |
|
|
2023
Q4 | $188M | Buy |
684,057
+335,717
| +96% | +$92.1M | 1.06% | 27 |
|
|
2023
Q3 | $99.9M | Sell |
348,340
-3,272
| -0.9% | -$939K | 1.28% | 19 |
|
|
2023
Q2 | $103M | Sell |
351,612
-4,873
| -1% | -$1.43M | 1.33% | 18 |
|
|
2023
Q1 | $99.5M | Buy |
356,485
+215,451
| +153% | +$60.1M | 1.34% | 17 |
|
|
2022
Q4 | $43.2M | Buy |
141,034
+1,967
| +1% | +$603K | 0.59% | 49 |
|
|
2022
Q3 | $34.6M | Buy |
139,067
+4,499
| +3% | +$1.12M | 0.49% | 60 |
|
|
2022
Q2 | $32.7M | Buy |
134,568
+41,680
| +45% | +$10.1M | 0.44% | 64 |
|
|
2022
Q1 | $23.5M | Buy |
+92,888
| New | +$23.5M | 0.26% | 89 |
|
|
2013
Q3 | – | Sell |
-5,809
| Closed | -$492K | – | 195 |
|
|
2013
Q2 | $492K | Buy |
+5,809
| New | +$492K | 0.05% | 159 |
|