Portside Wealth Group’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 | $1.75M | Buy |
6,201
+2,821
| +83% | +$796K | 0.26% | 85 |
|
|
2025
Q1 | $997K | Buy |
3,380
+882
| +35% | +$260K | 0.16% | 142 |
|
|
2024
Q4 | $725K | Buy |
2,498
+45
| +2% | +$13.1K | 0.12% | 181 |
|
|
2024
Q3 | $730K | Sell |
2,453
-59
| -2% | -$17.6K | 0.12% | 174 |
|
|
2024
Q2 | $648K | Sell |
2,512
-365
| -13% | -$94.2K | 0.12% | 175 |
|
|
2024
Q1 | $697K | Buy |
2,877
+102
| +4% | +$24.7K | 0.13% | 171 |
|
|
2023
Q4 | $760K | Sell |
2,775
-176
| -6% | -$48.2K | 0.14% | 157 |
|
|
2023
Q3 | $834K | Buy |
2,951
+31
| +1% | +$8.76K | 0.16% | 138 |
|
|
2023
Q2 | $875K | Buy |
+2,920
| New | +$875K | 0.16% | 139 |
|