Mutual 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 | $1.24M | Buy |
4,154
+475
| +13% | +$142K | 0.03% | 432 |
|
|
2025
Q1 | $983K | Buy |
3,679
+161
| +5% | +$43K | 0.03% | 452 |
|
|
2024
Q4 | $1.1M | Buy |
3,518
+145
| +4% | +$45.2K | 0.03% | 448 |
|
|
2024
Q3 | $1.09M | Sell |
3,373
-233
| -6% | -$75.1K | 0.03% | 456 |
|
|
2024
Q2 | $958K | Sell |
3,606
-128
| -3% | -$34K | 0.03% | 499 |
|
|
2024
Q1 | $905K | Buy |
3,734
+1,231
| +49% | +$298K | 0.03% | 505 |
|
|
2023
Q4 | $685K | Buy |
2,503
+233
| +10% | +$63.8K | 0.02% | 566 |
|
|
2023
Q3 | $643K | Sell |
2,270
-426
| -16% | -$121K | 0.03% | 538 |
|
|
2023
Q2 | $807K | Buy |
2,696
+193
| +8% | +$57.8K | 0.03% | 495 |
|
|
2023
Q1 | $719K | Buy |
2,503
+72
| +3% | +$20.7K | 0.03% | 520 |
|
|
2022
Q4 | $749K | Buy |
2,431
+248
| +11% | +$76.4K | 0.03% | 491 |
|
|
2022
Q3 | $508K | Buy |
2,183
+532
| +32% | +$124K | 0.03% | 554 |
|
|
2022
Q2 | $397K | Sell |
1,651
-454
| -22% | -$109K | 0.03% | 605 |
|
|
2022
Q1 | $526K | Buy |
2,105
+468
| +29% | +$117K | 0.03% | 560 |
|
|
2021
Q4 | $498K | Buy |
1,637
+252
| +18% | +$76.7K | 0.03% | 582 |
|
|
2021
Q3 | $355K | Buy |
1,385
+1
| +0.1% | +$256 | 0.02% | 662 |
|
|
2021
Q2 | $398K | Buy |
1,384
+73
| +6% | +$21K | 0.02% | 596 |
|
|
2021
Q1 | $369K | Sell |
1,311
-3
| -0.2% | -$844 | 0.03% | 573 |
|
|
2020
Q4 | $359K | Buy |
1,314
+1
| +0.1% | +$273 | 0.03% | 551 |
|
|
2020
Q3 | $391K | Sell |
1,313
-11
| -0.8% | -$3.28K | 0.03% | 477 |
|
|
2020
Q2 | $320K | Sell |
1,324
-169
| -11% | -$40.8K | 0.03% | 489 |
|
|
2020
Q1 | $298K | Sell |
1,493
-178
| -11% | -$35.5K | 0.04% | 393 |
|
|
2019
Q4 | $393K | Buy |
1,671
+663
| +66% | +$156K | 0.04% | 402 |
|
|
2019
Q3 | $224K | Buy |
1,008
+101
| +11% | +$22.4K | 0.03% | 476 |
|
|
2019
Q2 | $205K | Buy |
+907
| New | +$205K | 0.03% | 519 |
|