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