Principle Wealth Partners’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 | $729K | Buy |
2,584
+1
| +0% | +$282 | 0.05% | 187 |
|
|
2025
Q1 | $762K | Hold |
2,583
| – | – | 0.05% | 180 |
|
|
2024
Q4 | $749K | Sell |
2,583
-11
| -0.4% | -$3.19K | 0.05% | 181 |
|
|
2024
Q3 | $772K | Hold |
2,594
| – | – | 0.05% | 178 |
|
|
2024
Q2 | $669K | Buy |
2,594
+10
| +0.4% | +$2.58K | 0.05% | 186 |
|
|
2024
Q1 | $626K | Hold |
2,584
| – | – | 0.05% | 199 |
|
|
2023
Q4 | $707K | Hold |
2,584
| – | – | 0.06% | 181 |
|
|
2023
Q3 | $732K | Buy |
2,584
+101
| +4% | +$28.6K | 0.07% | 168 |
|
|
2023
Q2 | $744K | Sell |
2,483
-17
| -0.7% | -$5.09K | 0.07% | 161 |
|
|
2023
Q1 | $718K | Hold |
2,500
| – | – | 0.08% | 160 |
|
|
2022
Q4 | $771K | Sell |
2,500
-214
| -8% | -$66K | 0.09% | 153 |
|
|
2022
Q3 | $632 | Sell |
2,714
-6
| -0.2% | -$1 | 0.06% | 161 |
|
|
2022
Q2 | $654K | Sell |
2,720
-157
| -5% | -$37.7K | 0.08% | 170 |
|
|
2022
Q1 | $719K | Buy |
2,877
+2
| +0.1% | +$500 | 0.08% | 167 |
|
|
2021
Q4 | $875K | Buy |
2,875
+28
| +1% | +$8.52K | 0.09% | 148 |
|
|
2021
Q3 | $729K | Hold |
2,847
| – | – | 0.08% | 156 |
|
|
2021
Q2 | $819K | Buy |
2,847
+1
| +0% | +$288 | 0.09% | 147 |
|
|
2021
Q1 | $801K | Buy |
2,846
+1
| +0% | +$281 | 0.09% | 143 |
|
|
2020
Q4 | $777K | Buy |
+2,845
| New | +$777K | 0.1% | 137 |
|
|
2020
Q3 | – | Sell |
-282
| Closed | -$68K | – | 161 |
|
|
2020
Q2 | $68K | Buy |
+282
| New | +$68K | 0.02% | 250 |
|