Oakview Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.07M | Sell |
13,674
-1,117
| -8% | -$333K | 18.81% | 1 |
|
|
2024
Q2 | $3.82M | Sell |
14,791
-19,741
| -57% | -$5.09M | 12.01% | 2 |
|
|
2024
Q1 | $8.37M | Sell |
34,532
-35,094
| -50% | -$8.5M | 8.72% | 2 |
|
|
2023
Q4 | $19.1M | Buy |
69,626
+2,286
| +3% | +$626K | 7.95% | 5 |
|
|
2023
Q3 | $19.1M | Sell |
67,340
-10,063
| -13% | -$2.85M | 8.45% | 2 |
|
|
2023
Q2 | $23.2M | Buy |
77,403
+4,150
| +6% | +$1.24M | 10.01% | 1 |
|
|
2023
Q1 | $21M | Sell |
73,253
-1,029
| -1% | -$296K | 8.82% | 2 |
|
|
2022
Q4 | $22.9M | Sell |
74,282
-19,386
| -21% | -$5.98M | 9.8% | 1 |
|
|
2022
Q3 | $21.8M | Buy |
93,668
+2,226
| +2% | +$518K | 10.41% | 1 |
|
|
2022
Q2 | $22M | Buy |
91,442
+6,036
| +7% | +$1.45M | 11.05% | 1 |
|
|
2022
Q1 | $21.3M | Buy |
85,406
+19,019
| +29% | +$4.75M | 9.44% | 1 |
|
|
2021
Q4 | $20.2M | Buy |
66,387
+11,162
| +20% | +$3.4M | 6.34% | 11 |
|
|
2021
Q3 | $14.1M | Buy |
+55,225
| New | +$14.1M | 4.85% | 12 |
|