Optimum Investment Advisors’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $103K | Hold |
377
| – | – | 0.04% | 259 |
|
|
2025
Q2 | $106K | Hold |
377
| – | – | 0.05% | 242 |
|
|
2025
Q1 | $111K | Hold |
377
| – | – | 0.05% | 227 |
|
|
2024
Q4 | $109K | Hold |
377
| – | – | 0.05% | 240 |
|
|
2024
Q3 | $112K | Hold |
377
| – | – | 0.05% | 257 |
|
|
2024
Q2 | $97.2K | Buy |
377
+1
| +0.3% | +$254 | 0.04% | 270 |
|
|
2024
Q1 | $91.1K | Hold |
376
| – | – | 0.04% | 278 |
|
|
2023
Q4 | $103K | Buy |
376
+48
| +15% | +$13.2K | 0.05% | 258 |
|
|
2023
Q3 | $93K | Sell |
328
-284
| -46% | -$83.3K | 0.05% | 275 |
|
|
2023
Q2 | $183K | Buy |
612
+1
| +0.2% | +$285 | 0.09% | 194 |
|
|
2023
Q1 | $176K | Hold |
611
| – | – | 0.09% | 198 |
|
|
2022
Q4 | $188K | Buy |
611
+1
| +0.2% | +$282 | 0.1% | 190 |
|
|
2022
Q3 | $142K | Hold |
610
| – | – | 0.08% | 218 |
|
|
2022
Q2 | $147K | Hold |
610
| – | – | 0.07% | 230 |
|
|
2022
Q1 | $152K | Hold |
610
| – | – | 0.06% | 252 |
|
|
2021
Q4 | $186K | Hold |
610
| – | – | 0.07% | 235 |
|
|
2021
Q3 | $156K | Sell |
610
-100
| -14% | -$27.7K | 0.07% | 270 |
|
|
2021
Q2 | $204K | Hold |
710
| – | – | 0.06% | 261 |
|
|
2021
Q1 | $200K | Sell |
710
-295
| -29% | -$80.2K | 0.06% | 262 |
|
|
2020
Q4 | $275K | Buy |
1,005
+100
| +11% | +$28.2K | 0.08% | 204 |
|
|
2020
Q3 | $270K | Hold |
905
| – | – | 0.09% | 198 |
|
|
2020
Q2 | $219K | Hold |
905
| – | – | 0.08% | 225 |
|
|
2020
Q1 | $181K | Hold |
905
| – | – | 0.07% | 234 |
|
|
2019
Q4 | $213K | Hold |
905
| – | – | 0.06% | 260 |
|
|
2019
Q3 | $201K | Hold |
905
| – | – | 0.06% | 262 |
|
|
2019
Q2 | $205K | Sell |
905
-825
| -48% | -$171K | 0.07% | 262 |
|
|
2019
Q1 | $330K | Sell |
1,730
-15
| -0.9% | -$2.58K | 0.11% | 198 |
|
|
2018
Q4 | $279K | Sell |
1,745
-180
| -9% | -$28.5K | 0.1% | 201 |
|
|
2018
Q3 | $322K | Hold |
1,925
| – | – | 0.09% | 221 |
|
|
2018
Q2 | $300K | Hold |
1,925
| – | – | 0.09% | 228 |
|
|
2018
Q1 | $306K | Hold |
1,925
| – | – | 0.09% | 222 |
|
|
2017
Q4 | $316K | Sell |
1,925
-46
| -2% | -$7.33K | 0.1% | 222 |
|
|
2017
Q3 | $298K | Buy |
1,971
+41
| +2% | +$6.01K | 0.1% | 227 |
|
|
2017
Q2 | $276K | Hold |
1,930
| – | – | 0.1% | 232 |
|
|
2017
Q1 | $261K | Hold |
1,930
| – | – | 0.09% | 237 |
|
|
2016
Q4 | $278K | Sell |
1,930
-589
| -23% | -$82.4K | 0.1% | 223 |
|
|
2016
Q3 | $350K | Buy |
2,519
+135
| +6% | +$18.7K | 0.13% | 202 |
|
|
2016
Q2 | $313K | Hold |
2,384
| – | – | 0.12% | 204 |
|
|
2016
Q1 | $318K | Sell |
2,384
-324
| -12% | -$39.2K | 0.13% | 195 |
|
|
2015
Q4 | $326K | Hold |
2,708
| – | – | 0.13% | 200 |
|
|
2015
Q3 | $320K | Buy |
+2,708
| New | +$345K | 0.13% | 196 |
|
|
2015
Q1 | $379K | Hold |
2,708
| – | – | 0.12% | 188 |
|
|
2014
Q4 | $361K | Sell |
2,708
-108
| -4% | -$13.7K | 0.12% | 186 |
|
|
2014
Q3 | $339K | Hold |
2,816
| – | – | 0.11% | 183 |
|
|
2014
Q2 | $335K | Hold |
2,816
| – | – | 0.11% | 188 |
|
|
2014
Q1 | $310K | Sell |
2,816
-108
| -4% | -$11.5K | 0.12% | 177 |
|
|
2013
Q4 | $302K | Sell |
2,924
-270
| -8% | -$27.2K | 0.11% | 175 |
|
|
2013
Q3 | $315K | Buy |
+3,194
| New | +$304K | 0.13% | 166 |
|
Other funds holding APD
Optimum Investment Advisors's APD Position: Q3 2025 in Review
Optimum Investment Advisors held its Air Products & Chemicals (APD) position steady in Q3 2025 at 377 shares worth $103K. The position accounts for 0.04% of the portfolio, ranked #259.
Optimum Investment Advisors first reported a position in APD in Q3 2013 and has held it in 48 quarters since. The position peaked at $379K in Q1 2015. 1,702 funds tracked by Wall St. Rank hold APD as of Q3 2025.
- Optimum Investment Advisors held 377 shares of Air Products & Chemicals worth $103K as of Q3 2025.
- Optimum Investment Advisors left its Air Products & Chemicals share count unchanged in Q3 2025.
- Air Products & Chemicals made up 0.04% of Optimum Investment Advisors's portfolio in Q3 2025, its #259 holding.
- Optimum Investment Advisors first reported a position in Air Products & Chemicals in Q3 2013 and has held it in 48 quarters since.
- Optimum Investment Advisors's Air Products & Chemicals position peaked at $379K in Q1 2015.
- 1,702 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.