ProVise 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 | $5.29M | Buy |
18,761
+432
| +2% | +$122K | 0.42% | 60 |
|
|
2025
Q1 | $5.41M | Buy |
18,329
+185
| +1% | +$54.6K | 0.46% | 58 |
|
|
2024
Q4 | $5.26M | Sell |
18,144
-1,079
| -6% | -$313K | 0.45% | 63 |
|
|
2024
Q3 | $5.72M | Buy |
19,223
+23
| +0.1% | +$6.85K | 0.45% | 63 |
|
|
2024
Q2 | $4.95M | Buy |
19,200
+12
| +0.1% | +$3.1K | 0.42% | 65 |
|
|
2024
Q1 | $4.65M | Sell |
19,188
-13
| -0.1% | -$3.15K | 0.4% | 72 |
|
|
2023
Q4 | $5.26M | Sell |
19,201
-131
| -0.7% | -$35.9K | 0.45% | 65 |
|
|
2023
Q3 | $5.48M | Sell |
19,332
-803
| -4% | -$228K | 0.51% | 57 |
|
|
2023
Q2 | $6.03M | Buy |
20,135
+341
| +2% | +$102K | 0.55% | 53 |
|
|
2023
Q1 | $5.69M | Buy |
19,794
+1,150
| +6% | +$330K | 0.54% | 55 |
|
|
2022
Q4 | $5.75M | Buy |
18,644
+562
| +3% | +$173K | 0.58% | 55 |
|
|
2022
Q3 | $4.21M | Buy |
18,082
+5,120
| +40% | +$1.19M | 0.47% | 65 |
|
|
2022
Q2 | $3.12M | Buy |
12,962
+12,046
| +1,315% | +$2.9M | 0.33% | 90 |
|
|
2022
Q1 | $229K | Buy |
916
+23
| +3% | +$5.75K | 0.02% | 334 |
|
|
2021
Q4 | $272K | Sell |
893
-23
| -3% | -$7.01K | 0.02% | 320 |
|
|
2021
Q3 | $235K | Sell |
916
-43
| -4% | -$11K | 0.02% | 331 |
|
|
2021
Q2 | $276K | Sell |
959
-525
| -35% | -$151K | 0.03% | 308 |
|
|
2021
Q1 | $418K | Sell |
1,484
-523
| -26% | -$147K | 0.05% | 235 |
|
|
2020
Q4 | $548K | Buy |
2,007
+42
| +2% | +$11.5K | 0.06% | 200 |
|
|
2020
Q3 | $585K | Sell |
1,965
-373
| -16% | -$111K | 0.08% | 184 |
|
|
2020
Q2 | $565K | Buy |
2,338
+40
| +2% | +$9.67K | 0.08% | 169 |
|
|
2020
Q1 | $459K | Sell |
2,298
-97
| -4% | -$19.4K | 0.08% | 181 |
|
|
2019
Q4 | $563K | Sell |
2,395
-68
| -3% | -$16K | 0.07% | 188 |
|
|
2019
Q3 | $546K | Buy |
2,463
+100
| +4% | +$22.2K | 0.07% | 190 |
|
|
2019
Q2 | $535K | Buy |
2,363
+271
| +13% | +$61.4K | 0.07% | 198 |
|
|
2019
Q1 | $399K | Buy |
+2,092
| New | +$399K | 0.06% | 213 |
|