Physicians Financial Services’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,008
| Closed | -$776K | – | 108 |
|
|
2024
Q2 | $776K | Buy |
3,008
+21
| +0.7% | +$5.42K | 0.25% | 66 |
|
|
2024
Q1 | $724K | Buy |
2,987
+250
| +9% | +$60.6K | 0.25% | 68 |
|
|
2023
Q4 | $749K | Sell |
2,737
-407
| -13% | -$111K | 0.28% | 65 |
|
|
2023
Q3 | $891K | Sell |
3,144
-4
| -0.1% | -$1.13K | 0.36% | 60 |
|
|
2023
Q2 | $943K | Sell |
3,148
-147
| -4% | -$44K | 0.37% | 62 |
|
|
2023
Q1 | $946K | Hold |
3,295
| – | – | 0.4% | 60 |
|
|
2022
Q4 | $1.02M | Sell |
3,295
-10
| -0.3% | -$3.08K | 0.46% | 58 |
|
|
2022
Q3 | $769K | Sell |
3,305
-207
| -6% | -$48.2K | 0.37% | 64 |
|
|
2022
Q2 | $845K | Buy |
3,512
+455
| +15% | +$109K | 0.38% | 62 |
|
|
2022
Q1 | $764K | Buy |
3,057
+735
| +32% | +$184K | 0.29% | 68 |
|
|
2021
Q4 | $706K | Buy |
2,322
+115
| +5% | +$35K | 0.26% | 73 |
|
|
2021
Q3 | $565K | Buy |
+2,207
| New | +$565K | 0.23% | 78 |
|
|
2016
Q2 | – | Sell |
-50
| Closed | -$7K | – | 296 |
|
|
2016
Q1 | $7K | Buy |
+50
| New | +$7K | 0.01% | 237 |
|