OneDigital Investment 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 | $1.42M | Sell |
5,048
-211
| -4% | -$59.5K | 0.02% | 531 |
|
|
2025
Q1 | $1.55M | Buy |
5,259
+373
| +8% | +$110K | 0.02% | 470 |
|
|
2024
Q4 | $1.42M | Sell |
4,886
-260
| -5% | -$75.4K | 0.02% | 521 |
|
|
2024
Q3 | $1.53M | Sell |
5,146
-291
| -5% | -$86.6K | 0.02% | 521 |
|
|
2024
Q2 | $1.4M | Buy |
5,437
+2,665
| +96% | +$688K | 0.02% | 515 |
|
|
2024
Q1 | $672K | Sell |
2,772
-828
| -23% | -$201K | 0.01% | 633 |
|
|
2023
Q4 | $986K | Buy |
3,600
+1,330
| +59% | +$364K | 0.02% | 486 |
|
|
2023
Q3 | $643K | Buy |
2,270
+114
| +5% | +$32.3K | 0.01% | 562 |
|
|
2023
Q2 | $646K | Buy |
2,156
+2
| +0.1% | +$599 | 0.01% | 545 |
|
|
2023
Q1 | $619K | Buy |
2,154
+814
| +61% | +$234K | 0.01% | 540 |
|
|
2022
Q4 | $413K | Sell |
1,340
-5
| -0.4% | -$1.54K | 0.01% | 568 |
|
|
2022
Q3 | $313K | Sell |
1,345
-1,085
| -45% | -$252K | 0.01% | 591 |
|
|
2022
Q2 | $584K | Buy |
2,430
+387
| +19% | +$93K | 0.03% | 379 |
|
|
2022
Q1 | $510K | Buy |
2,043
+541
| +36% | +$135K | 0.02% | 436 |
|
|
2021
Q4 | $457K | Buy |
1,502
+99
| +7% | +$30.1K | 0.02% | 463 |
|
|
2021
Q3 | $359K | Buy |
1,403
+333
| +31% | +$85.2K | 0.01% | 518 |
|
|
2021
Q2 | $308K | Buy |
+1,070
| New | +$308K | 0.01% | 541 |
|
|
2021
Q1 | – | Sell |
-827
| Closed | -$226K | – | 665 |
|
|
2020
Q4 | $226K | Buy |
827
+75
| +10% | +$20.5K | 0.01% | 556 |
|
|
2020
Q3 | $224K | Buy |
+752
| New | +$224K | 0.02% | 512 |
|
|
2019
Q3 | – | Sell |
-140
| Closed | -$32K | – | 553 |
|
|
2019
Q2 | $32K | Hold |
140
| – | – | ﹤0.01% | 661 |
|
|
2019
Q1 | $27K | Hold |
140
| – | – | ﹤0.01% | 638 |
|
|
2018
Q4 | $22K | Hold |
140
| – | – | ﹤0.01% | 664 |
|
|
2018
Q3 | $23K | Hold |
140
| – | – | 0.01% | 616 |
|
|
2018
Q2 | $22K | Hold |
140
| – | – | ﹤0.01% | 771 |
|
|
2018
Q1 | $22K | Buy |
+140
| New | +$22K | ﹤0.01% | 774 |
|