Patriot Financial Group Insurance Agency’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 | $1.62M | Buy |
5,756
+503
| +10% | +$142K | 0.19% | 135 |
|
|
2025
Q1 | $1.55M | Buy |
5,253
+1,132
| +27% | +$334K | 0.21% | 119 |
|
|
2024
Q4 | $1.2M | Buy |
4,121
+121
| +3% | +$35.1K | 0.16% | 145 |
|
|
2024
Q3 | $1.19M | Sell |
4,000
-398
| -9% | -$118K | 0.16% | 150 |
|
|
2024
Q2 | $1.13M | Buy |
4,398
+100
| +2% | +$25.8K | 0.17% | 138 |
|
|
2024
Q1 | $1.04M | Buy |
4,298
+254
| +6% | +$61.5K | 0.17% | 142 |
|
|
2023
Q4 | $1.11M | Buy |
4,044
+363
| +10% | +$99.4K | 0.21% | 119 |
|
|
2023
Q3 | $1.04M | Buy |
3,681
+458
| +14% | +$130K | 0.22% | 124 |
|
|
2023
Q2 | $965K | Buy |
3,223
+768
| +31% | +$230K | 0.18% | 134 |
|
|
2023
Q1 | $705K | Buy |
2,455
+751
| +44% | +$216K | 0.14% | 168 |
|
|
2022
Q4 | $525K | Buy |
1,704
+89
| +6% | +$27.4K | 0.07% | 202 |
|
|
2022
Q3 | $376K | Buy |
1,615
+971
| +151% | +$226K | 0.09% | 242 |
|
|
2022
Q2 | $155K | Sell |
644
-30
| -4% | -$7.22K | 0.03% | 440 |
|
|
2022
Q1 | $168K | Buy |
674
+429
| +175% | +$107K | 0.03% | 446 |
|
|
2021
Q4 | $75K | Sell |
245
-19
| -7% | -$5.82K | 0.01% | 738 |
|
|
2021
Q3 | $68K | Sell |
264
-71
| -21% | -$18.3K | 0.01% | 759 |
|
|
2021
Q2 | $96K | Hold |
335
| – | – | 0.02% | 639 |
|
|
2021
Q1 | $94K | Buy |
335
+15
| +5% | +$4.21K | 0.02% | 573 |
|
|
2020
Q4 | $87K | Buy |
320
+20
| +7% | +$5.44K | 0.02% | 540 |
|
|
2020
Q3 | $89K | Sell |
300
-8
| -3% | -$2.37K | 0.03% | 416 |
|
|
2020
Q2 | $74K | Hold |
308
| – | – | 0.03% | 424 |
|
|
2020
Q1 | $61K | Buy |
308
+286
| +1,300% | +$56.6K | 0.03% | 409 |
|
|
2019
Q4 | $5K | Hold |
22
| – | – | ﹤0.01% | 963 |
|
|
2019
Q3 | $5K | Buy |
+22
| New | +$5K | ﹤0.01% | 925 |
|
|
2018
Q4 | – | Sell |
-29
| Closed | -$5K | – | 985 |
|
|
2018
Q3 | $5K | Buy |
+29
| New | +$5K | ﹤0.01% | 723 |
|