Northern Financial 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 | – | Sell |
-857
| Closed | -$253K | – | 108 |
|
|
2025
Q1 | $253K | Buy |
+857
| New | +$253K | 0.21% | 96 |
|
|
2024
Q2 | – | Sell |
-977
| Closed | -$237K | – | 104 |
|
|
2024
Q1 | $237K | Sell |
977
-618
| -39% | -$150K | 0.18% | 110 |
|
|
2023
Q4 | $437K | Hold |
1,595
| – | – | 0.37% | 80 |
|
|
2023
Q3 | $452K | Sell |
1,595
-37
| -2% | -$10.5K | 0.41% | 73 |
|
|
2023
Q2 | $489K | Sell |
1,632
-71
| -4% | -$21.3K | 0.43% | 71 |
|
|
2023
Q1 | $489K | Buy |
+1,703
| New | +$489K | 0.46% | 71 |
|