Olistico Wealth’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 | $84.6K | Hold |
300
| – | – | 0.05% | 134 |
|
|
2025
Q1 | $88.5K | Sell |
300
-890
| -75% | -$262K | 0.05% | 130 |
|
|
2024
Q4 | $345K | Buy |
1,190
+100
| +9% | +$29K | 0.2% | 75 |
|
|
2024
Q3 | $325K | Buy |
1,090
+200
| +22% | +$59.5K | 0.2% | 82 |
|
|
2024
Q2 | $230K | Sell |
890
-101
| -10% | -$26.1K | 0.15% | 94 |
|
|
2024
Q1 | $240K | Sell |
991
-19
| -2% | -$4.6K | 0.17% | 97 |
|
|
2023
Q4 | $277K | Sell |
1,010
-36
| -3% | -$9.86K | 0.22% | 88 |
|
|
2023
Q3 | $296K | Hold |
1,046
| – | – | 0.26% | 82 |
|
|
2023
Q2 | $313K | Hold |
1,046
| – | – | 0.27% | 87 |
|
|
2023
Q1 | $300K | Buy |
1,046
+56
| +6% | +$16.1K | 0.29% | 79 |
|
|
2022
Q4 | $305K | Buy |
+990
| New | +$305K | 0.33% | 78 |
|