Paragon Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Sell |
1,463
-675
| -32% | -$190K | 0.16% | 142 |
|
|
2025
Q1 | $631K | Sell |
2,138
-468
| -18% | -$138K | 0.29% | 97 |
|
|
2024
Q4 | $756K | Sell |
2,606
-8
| -0.3% | -$2.32K | 0.35% | 80 |
|
|
2024
Q3 | $778K | Sell |
2,614
-916
| -26% | -$273K | 0.39% | 74 |
|
|
2024
Q2 | $911K | Sell |
3,530
-164
| -4% | -$42.3K | 0.51% | 58 |
|
|
2024
Q1 | $895K | Buy |
3,694
+14
| +0.4% | +$3.39K | 0.53% | 61 |
|
|
2023
Q4 | $1.01M | Buy |
3,680
+285
| +8% | +$78K | 0.7% | 48 |
|
|
2023
Q3 | $962K | Buy |
3,395
+163
| +5% | +$46.2K | 0.79% | 45 |
|
|
2023
Q2 | $968K | Buy |
3,232
+169
| +6% | +$50.6K | 0.77% | 47 |
|
|
2023
Q1 | $880K | Buy |
3,063
+598
| +24% | +$172K | 0.74% | 45 |
|
|
2022
Q4 | $760K | Buy |
2,465
+452
| +22% | +$139K | 0.69% | 46 |
|
|
2022
Q3 | $506K | Buy |
2,013
+1,094
| +119% | +$275K | 0.49% | 67 |
|
|
2022
Q2 | $221K | Buy |
+919
| New | +$221K | 0.24% | 98 |
|