Prestige Wealth Management 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 | $469K | Sell |
1,664
-142
| -8% | -$40.1K | 0.1% | 105 |
|
2025
Q1 | $533K | Buy |
1,806
+699
| +63% | +$206K | 0.11% | 92 |
|
2024
Q4 | $321K | Buy |
1,107
+63
| +6% | +$18.3K | 0.07% | 135 |
|
2024
Q3 | $311K | Buy |
1,044
+29
| +3% | +$8.64K | 0.06% | 132 |
|
2024
Q2 | $262K | Buy |
1,015
+48
| +5% | +$12.4K | 0.06% | 127 |
|
2024
Q1 | $236K | Buy |
967
+2
| +0.2% | +$488 | 0.05% | 144 |
|
2023
Q4 | $266K | Sell |
965
-197
| -17% | -$54.3K | 0.06% | 124 |
|
2023
Q3 | $331K | Sell |
1,162
-2,673
| -70% | -$762K | 0.08% | 104 |
|
2023
Q2 | $1.16M | Buy |
3,835
+2,579
| +205% | +$777K | 0.27% | 49 |
|
2023
Q1 | $363K | Buy |
1,256
+94
| +8% | +$27.2K | 0.09% | 108 |
|
2022
Q4 | $360K | Buy |
1,162
+29
| +3% | +$8.99K | 0.09% | 98 |
|
2022
Q3 | $266K | Buy |
1,133
+40
| +4% | +$9.39K | 0.07% | 115 |
|
2022
Q2 | $265K | Sell |
1,093
-2
| -0.2% | -$485 | 0.07% | 118 |
|
2022
Q1 | $274K | Buy |
1,095
+71
| +7% | +$17.8K | 0.07% | 120 |
|
2021
Q4 | $311K | Buy |
1,024
+69
| +7% | +$21K | 0.07% | 109 |
|
2021
Q3 | $245K | Buy |
955
+239
| +33% | +$61.3K | 0.06% | 121 |
|
2021
Q2 | $206K | Buy |
716
+151
| +27% | +$43.4K | 0.05% | 129 |
|
2021
Q1 | $159K | Sell |
565
-1,710
| -75% | -$481K | 0.04% | 141 |
|
2020
Q4 | $621K | Buy |
2,275
+262
| +13% | +$71.5K | 0.17% | 65 |
|
2020
Q3 | $599K | Buy |
2,013
+183
| +10% | +$54.5K | 0.18% | 63 |
|
2020
Q2 | $442K | Buy |
1,830
+1,751
| +2,216% | +$423K | 0.16% | 64 |
|
2020
Q1 | $16K | Buy |
79
+69
| +690% | +$14K | 0.01% | 314 |
|
2019
Q4 | $2K | Buy |
10
+9
| +900% | +$1.8K | ﹤0.01% | 485 |
|
2019
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 588 |
|
2019
Q1 | – | Sell |
-97
| Closed | -$16K | – | 528 |
|
2018
Q4 | $16K | Buy |
+97
| New | +$16K | 0.01% | 350 |
|