Pinnacle Wealth Planning 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
Q4 | – | Sell |
-924
| Closed | -$275K | – | 402 |
|
|
2024
Q3 | $275K | Hold |
924
| – | – | 0.04% | 334 |
|
|
2024
Q2 | $238K | Sell |
924
-10
| -1% | -$2.58K | 0.03% | 360 |
|
|
2024
Q1 | $226K | Sell |
934
-50
| -5% | -$12.1K | 0.03% | 381 |
|
|
2023
Q4 | $269K | Sell |
984
-17
| -2% | -$4.66K | 0.04% | 298 |
|
|
2023
Q3 | $284K | Sell |
1,001
-11
| -1% | -$3.12K | 0.05% | 268 |
|
|
2023
Q2 | $303K | Sell |
1,012
-36
| -3% | -$10.8K | 0.05% | 257 |
|
|
2023
Q1 | $301K | Sell |
1,048
-16
| -2% | -$4.6K | 0.05% | 268 |
|
|
2022
Q4 | $328K | Sell |
1,064
-306
| -22% | -$94.3K | 0.06% | 244 |
|
|
2022
Q3 | $319K | Buy |
1,370
+23
| +2% | +$5.36K | 0.06% | 218 |
|
|
2022
Q2 | $324K | Buy |
+1,347
| New | +$324K | 0.06% | 229 |
|
|
2022
Q1 | – | Sell |
-749
| Closed | -$228K | – | 429 |
|
|
2021
Q4 | $228K | Sell |
749
-598
| -44% | -$182K | 0.04% | 324 |
|
|
2021
Q3 | $345K | Buy |
1,347
+68
| +5% | +$17.4K | 0.08% | 216 |
|
|
2021
Q2 | $368K | Sell |
1,279
-3
| -0.2% | -$863 | 0.09% | 187 |
|
|
2021
Q1 | $360K | Buy |
1,282
+91
| +8% | +$25.6K | 0.09% | 182 |
|
|
2020
Q4 | $325K | Buy |
1,191
+99
| +9% | +$27K | 0.08% | 178 |
|
|
2020
Q3 | $325K | Sell |
1,092
-291
| -21% | -$86.6K | 0.11% | 149 |
|
|
2020
Q2 | $333K | Buy |
1,383
+107
| +8% | +$25.8K | 0.11% | 146 |
|
|
2020
Q1 | $253K | Buy |
1,276
+85
| +7% | +$16.9K | 0.12% | 153 |
|
|
2019
Q4 | $279K | Sell |
1,191
-9
| -0.8% | -$2.11K | 0.13% | 160 |
|
|
2019
Q3 | $266K | Buy |
1,200
+167
| +16% | +$37K | 0.14% | 135 |
|
|
2019
Q2 | $234K | Buy |
+1,033
| New | +$234K | 0.14% | 143 |
|