Oak Harbor Wealth Partners’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 | $773K | Sell |
2,740
-1,454
| -35% | -$410K | 0.21% | 101 |
|
|
2025
Q1 | $1.24M | Sell |
4,194
-2,334
| -36% | -$688K | 0.35% | 70 |
|
|
2024
Q4 | $1.89M | Sell |
6,528
-158
| -2% | -$45.8K | 0.55% | 48 |
|
|
2024
Q3 | $1.99M | Buy |
6,686
+212
| +3% | +$63.1K | 0.57% | 47 |
|
|
2024
Q2 | $1.67M | Buy |
6,474
+84
| +1% | +$21.7K | 0.53% | 49 |
|
|
2024
Q1 | $1.55M | Buy |
6,390
+646
| +11% | +$157K | 0.48% | 54 |
|
|
2023
Q4 | $1.57M | Sell |
5,744
-243
| -4% | -$66.5K | 0.53% | 50 |
|
|
2023
Q3 | $1.7M | Buy |
5,987
+307
| +5% | +$87K | 0.6% | 49 |
|
|
2023
Q2 | $1.7M | Sell |
5,680
-148
| -3% | -$44.3K | 0.58% | 46 |
|
|
2023
Q1 | $1.67M | Buy |
5,828
+48
| +0.8% | +$13.8K | 0.61% | 47 |
|
|
2022
Q4 | $1.78M | Buy |
5,780
+95
| +2% | +$29.3K | 0.68% | 43 |
|
|
2022
Q3 | $1.32M | Buy |
5,685
+370
| +7% | +$86.1K | 0.52% | 49 |
|
|
2022
Q2 | $1.28M | Buy |
5,315
+155
| +3% | +$37.3K | 0.51% | 53 |
|
|
2022
Q1 | $1.29M | Buy |
5,160
+664
| +15% | +$166K | 0.42% | 61 |
|
|
2021
Q4 | $1.37M | Buy |
+4,496
| New | +$1.37M | 0.47% | 56 |
|