PA
Perennial Advisors’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.6M | Buy |
30,494
+154
| +0.5% | +$43.4K | 1.6% | 20 |
|
|
2025
Q1 | $8.95M | Buy |
30,340
+3,806
| +14% | +$1.12M | 1.78% | 18 |
|
|
2024
Q4 | $7.7M | Buy |
+26,534
| New | +$7.7M | 1.68% | 20 |
|
|
2024
Q2 | $6.63M | Buy |
25,694
+60
| +0.2% | +$15.5K | 1.49% | 23 |
|
|
2024
Q1 | $6.21M | Sell |
25,634
-87
| -0.3% | -$21.1K | 1.44% | 25 |
|
|
2023
Q4 | $7.04M | Buy |
25,721
+29
| +0.1% | +$7.94K | 1.73% | 22 |
|
|
2023
Q3 | $7.28M | Buy |
25,692
+34
| +0.1% | +$9.64K | 1.96% | 19 |
|
|
2023
Q2 | $7.69M | Buy |
25,658
+1,073
| +4% | +$321K | 1.96% | 17 |
|
|
2023
Q1 | $7.06M | Sell |
24,585
-420
| -2% | -$121K | 2.02% | 18 |
|
|
2022
Q4 | $7.71M | Sell |
25,005
-1,308
| -5% | -$403K | 2.45% | 14 |
|
|
2022
Q3 | $6.12M | Buy |
26,313
+325
| +1% | +$75.6K | 2.01% | 22 |
|
|
2022
Q2 | $6.25M | Buy |
25,988
+584
| +2% | +$140K | 1.94% | 23 |
|
|
2022
Q1 | $6.35M | Buy |
25,404
+1,772
| +7% | +$443K | 1.68% | 28 |
|
|
2021
Q4 | $7.19M | Buy |
23,632
+573
| +2% | +$174K | 1.94% | 23 |
|
|
2021
Q3 | $5.91M | Buy |
23,059
+915
| +4% | +$234K | 1.74% | 27 |
|
|
2021
Q2 | $6.37M | Buy |
22,144
+1,152
| +5% | +$331K | 1.85% | 23 |
|
|
2021
Q1 | $5.91M | Buy |
20,992
+1,126
| +6% | +$317K | 1.86% | 24 |
|
|
2020
Q4 | $5.43M | Buy |
19,866
+826
| +4% | +$226K | 1.91% | 23 |
|
|
2020
Q3 | $5.67M | Buy |
19,040
+582
| +3% | +$173K | 2.32% | 14 |
|
|
2020
Q2 | $4.46M | Buy |
18,458
+411
| +2% | +$99.2K | 1.9% | 19 |
|
|
2020
Q1 | $3.6M | Buy |
18,047
+2,540
| +16% | +$507K | 2.01% | 22 |
|
|
2019
Q4 | $3.64M | Buy |
15,507
+138
| +0.9% | +$32.4K | 1.75% | 26 |
|
|
2019
Q3 | $3.41M | Buy |
15,369
+430
| +3% | +$95.4K | 1.77% | 25 |
|
|
2019
Q2 | $3.38M | Buy |
14,939
+337
| +2% | +$76.3K | 1.8% | 25 |
|
|
2019
Q1 | $2.79M | Buy |
14,602
+516
| +4% | +$98.5K | 1.59% | 31 |
|
|
2018
Q4 | $2.25M | Buy |
14,086
+602
| +4% | +$96.3K | 1.46% | 34 |
|
|
2018
Q3 | $2.25M | Buy |
13,484
+48
| +0.4% | +$8.02K | 1.3% | 35 |
|
|
2018
Q2 | $2.09M | Buy |
13,436
+236
| +2% | +$36.7K | 1.29% | 35 |
|
|
2018
Q1 | $2.1M | Sell |
13,200
-498
| -4% | -$79.2K | 1.32% | 36 |
|
|
2017
Q4 | $2.25M | Sell |
13,698
-163
| -1% | -$26.7K | 1.4% | 35 |
|
|
2017
Q3 | $2.1M | Buy |
13,861
+497
| +4% | +$75.2K | 1.42% | 34 |
|
|
2017
Q2 | $1.91M | Buy |
13,364
+475
| +4% | +$68K | 1.39% | 36 |
|
|
2017
Q1 | $1.74M | Sell |
12,889
-1,831
| -12% | -$248K | 1.34% | 35 |
|
|
2016
Q4 | $2.12M | Buy |
+14,720
| New | +$2.12M | 1.76% | 22 |
|