Phoenix Financial’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 | $3.52M | Buy |
12,481
+1,888
| +18% | +$533K | 0.05% | 152 |
|
|
2025
Q1 | $3.13M | Buy |
10,593
+9,889
| +1,405% | +$2.92M | 0.05% | 155 |
|
|
2024
Q4 | $204K | Buy |
+704
| New | +$204K | ﹤0.01% | 344 |
|
|
2024
Q1 | – | Sell |
-15,636
| Closed | -$4.87M | – | 411 |
|
|
2023
Q4 | $4.87M | Buy |
15,636
+2,282
| +17% | +$710K | 0.08% | 114 |
|
|
2023
Q3 | $3.85M | Buy |
+13,354
| New | +$3.85M | 0.07% | 120 |
|
|
2023
Q2 | – | Sell |
-9,638
| Closed | -$2.81M | – | 316 |
|
|
2023
Q1 | $2.81M | Buy |
9,638
+2,666
| +38% | +$779K | 0.06% | 129 |
|
|
2022
Q4 | $2.17M | Sell |
6,972
-1,574
| -18% | -$491K | 0.04% | 130 |
|
|
2022
Q3 | $1.98M | Buy |
8,546
+1,281
| +18% | +$297K | 0.04% | 148 |
|
|
2022
Q2 | $1.76M | Buy |
7,265
+1,164
| +19% | +$282K | 0.04% | 174 |
|
|
2022
Q1 | $1.54M | Buy |
+6,101
| New | +$1.54M | 0.03% | 215 |
|