Patton Albertson Miller Group’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
Q1 | – | Sell |
-804
| Closed | -$233K | – | 215 |
|
|
2024
Q4 | $233K | Hold |
804
| – | – | 0.03% | 200 |
|
|
2024
Q3 | $239K | Sell |
804
-5
| -0.6% | -$1.49K | 0.03% | 197 |
|
|
2024
Q2 | $209K | Sell |
809
-53
| -6% | -$13.7K | 0.03% | 200 |
|
|
2024
Q1 | $209K | Sell |
862
-143
| -14% | -$34.6K | 0.03% | 197 |
|
|
2023
Q4 | $275K | Sell |
1,005
-20
| -2% | -$5.48K | 0.05% | 178 |
|
|
2023
Q3 | $290K | Buy |
1,025
+38
| +4% | +$10.8K | 0.06% | 171 |
|
|
2023
Q2 | $296K | Sell |
987
-70
| -7% | -$21K | 0.06% | 171 |
|
|
2023
Q1 | $304K | Sell |
1,057
-123
| -10% | -$35.3K | 0.06% | 177 |
|
|
2022
Q4 | $364K | Sell |
1,180
-32
| -3% | -$9.86K | 0.07% | 166 |
|
|
2022
Q3 | $282K | Buy |
1,212
+42
| +4% | +$9.77K | 0.06% | 176 |
|
|
2022
Q2 | $281K | Sell |
1,170
-40
| -3% | -$9.61K | 0.06% | 188 |
|
|
2022
Q1 | $302K | Sell |
1,210
-825
| -41% | -$206K | 0.05% | 203 |
|
|
2021
Q4 | $619K | Buy |
2,035
+165
| +9% | +$50.2K | 0.1% | 165 |
|
|
2021
Q3 | $479K | Hold |
1,870
| – | – | 0.09% | 172 |
|
|
2021
Q2 | $538K | Sell |
1,870
-230
| -11% | -$66.2K | 0.12% | 137 |
|
|
2021
Q1 | $591K | Sell |
2,100
-90
| -4% | -$25.3K | 0.14% | 130 |
|
|
2020
Q4 | $571K | Buy |
2,190
+5
| +0.2% | +$1.3K | 0.14% | 133 |
|
|
2020
Q3 | $651K | Sell |
2,185
-72
| -3% | -$21.5K | 0.18% | 119 |
|
|
2020
Q2 | $545K | Sell |
2,257
-118
| -5% | -$28.5K | 0.16% | 134 |
|
|
2020
Q1 | $474K | Buy |
2,375
+25
| +1% | +$4.99K | 0.16% | 141 |
|
|
2019
Q4 | $552K | Sell |
2,350
-76
| -3% | -$17.9K | 0.14% | 149 |
|
|
2019
Q3 | $538K | Buy |
2,426
+76
| +3% | +$16.9K | 0.15% | 147 |
|
|
2019
Q2 | $540K | Buy |
+2,350
| New | +$540K | 0.16% | 147 |
|