Nicola Wealth Management’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-40,000
| Closed | -$11.3M | – | 115 |
|
|
2023
Q3 | $11.3M | Sell |
40,000
-4,000
| -9% | -$1.13M | 1.22% | 32 |
|
|
2023
Q2 | $13.2M | Hold |
44,000
| – | – | 1.29% | 28 |
|
|
2023
Q1 | $12.6M | Hold |
44,000
| – | – | 1.25% | 28 |
|
|
2022
Q4 | $13.6M | Buy |
44,000
+4,600
| +12% | +$1.42M | 1.38% | 27 |
|
|
2022
Q3 | $9.17M | Hold |
39,400
| – | – | 1.01% | 37 |
|
|
2022
Q2 | $9.48M | Buy |
39,400
+12,500
| +46% | +$3.01M | 0.9% | 39 |
|
|
2022
Q1 | $6.72M | Hold |
26,900
| – | – | 0.59% | 55 |
|
|
2021
Q4 | $8.19M | Sell |
26,900
-2,000
| -7% | -$609K | 0.77% | 52 |
|
|
2021
Q3 | $7.4M | Buy |
28,900
+6,900
| +31% | +$1.77M | 0.76% | 53 |
|
|
2021
Q2 | $6.33M | Buy |
+22,000
| New | +$6.33M | 0.65% | 63 |
|