Plante Moran Financial Advisors’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 | $53.8K | Buy |
191
+4
| +2% | +$1.13K | ﹤0.01% | 318 |
|
|
2025
Q1 | $55K | Hold |
187
| – | – | ﹤0.01% | 321 |
|
|
2024
Q4 | $54.1K | Hold |
187
| – | – | ﹤0.01% | 333 |
|
|
2024
Q3 | $55.6K | Hold |
187
| – | – | ﹤0.01% | 371 |
|
|
2024
Q2 | $48.2K | Sell |
187
-11
| -6% | -$2.83K | ﹤0.01% | 342 |
|
|
2024
Q1 | $47.9K | Hold |
198
| – | – | 0.01% | 349 |
|
|
2023
Q4 | $54.1K | Sell |
198
-4
| -2% | -$1.09K | 0.01% | 312 |
|
|
2023
Q3 | $57.1K | Buy |
202
+15
| +8% | +$4.24K | 0.01% | 277 |
|
|
2023
Q2 | $55.9K | Sell |
187
-22
| -11% | -$6.58K | 0.01% | 287 |
|
|
2023
Q1 | $59.9K | Sell |
209
-30
| -13% | -$8.6K | 0.01% | 270 |
|
|
2022
Q4 | $73.6K | Buy |
239
+43
| +22% | +$13.2K | 0.01% | 267 |
|
|
2022
Q3 | $46K | Hold |
196
| – | – | 0.01% | 320 |
|
|
2022
Q2 | $47K | Sell |
196
-14
| -7% | -$3.36K | 0.01% | 320 |
|
|
2022
Q1 | $52K | Sell |
210
-99
| -32% | -$24.5K | 0.01% | 326 |
|
|
2021
Q4 | $94K | Buy |
309
+54
| +21% | +$16.4K | 0.02% | 264 |
|
|
2021
Q3 | $65K | Sell |
255
-22
| -8% | -$5.61K | 0.01% | 330 |
|
|
2021
Q2 | $80K | Sell |
277
-236
| -46% | -$68.2K | 0.02% | 281 |
|
|
2021
Q1 | $144K | Buy |
513
+12
| +2% | +$3.37K | 0.04% | 205 |
|
|
2020
Q4 | $137K | Sell |
501
-32
| -6% | -$8.75K | 0.04% | 211 |
|
|
2020
Q3 | $159K | Buy |
533
+91
| +21% | +$27.1K | 0.06% | 185 |
|
|
2020
Q2 | $107K | Buy |
442
+37
| +9% | +$8.96K | 0.04% | 201 |
|
|
2020
Q1 | $81K | Sell |
405
-60
| -13% | -$12K | 0.04% | 211 |
|
|
2019
Q4 | $109K | Sell |
465
-69
| -13% | -$16.2K | 0.04% | 221 |
|
|
2019
Q3 | $118K | Hold |
534
| – | – | 0.03% | 220 |
|
|
2019
Q2 | $121K | Hold |
534
| – | – | 0.04% | 199 |
|
|
2019
Q1 | $102K | Hold |
534
| – | – | 0.03% | 219 |
|
|
2018
Q4 | $85K | Buy |
534
+360
| +207% | +$57.3K | 0.03% | 220 |
|
|
2018
Q3 | $29K | Sell |
174
-329
| -65% | -$54.8K | 0.01% | 384 |
|
|
2018
Q2 | $78K | Sell |
503
-257
| -34% | -$39.9K | 0.04% | 256 |
|
|
2018
Q1 | $121K | Buy |
760
+257
| +51% | +$40.9K | 0.07% | 206 |
|
|
2017
Q4 | $83K | Sell |
503
-375
| -43% | -$61.9K | 0.05% | 256 |
|
|
2017
Q3 | $133K | Hold |
878
| – | – | 0.08% | 161 |
|
|
2017
Q2 | $126K | Hold |
878
| – | – | 0.08% | 170 |
|
|
2017
Q1 | $119K | Sell |
878
-73
| -8% | -$9.89K | 0.07% | 182 |
|
|
2016
Q4 | $137K | Sell |
951
-9
| -0.9% | -$1.3K | 0.09% | 178 |
|
|
2016
Q3 | $134K | Buy |
960
+11
| +1% | +$1.54K | 0.09% | 162 |
|
|
2016
Q2 | $125K | Hold |
949
| – | – | 0.09% | 155 |
|
|
2016
Q1 | $126K | Hold |
949
| – | – | 0.1% | 148 |
|
|
2015
Q4 | $114K | Hold |
949
| – | – | 0.09% | 169 |
|
|
2015
Q3 | $112K | Hold |
949
| – | – | 0.09% | 162 |
|
|
2015
Q2 | $120K | Sell |
949
-216
| -19% | -$27.3K | 0.09% | 168 |
|
|
2015
Q1 | $163K | Hold |
1,165
| – | – | 0.11% | 132 |
|
|
2014
Q4 | $155K | Sell |
1,165
-152
| -12% | -$20.2K | 0.11% | 127 |
|
|
2014
Q3 | $159K | Buy |
1,317
+188
| +17% | +$22.7K | 0.14% | 115 |
|
|
2014
Q2 | $134K | Buy |
1,129
+217
| +24% | +$25.8K | 0.12% | 119 |
|
|
2014
Q1 | $100K | Hold |
912
| – | – | 0.11% | 115 |
|
|
2013
Q4 | $94K | Buy |
+912
| New | +$94K | 0.05% | 159 |
|