Regent Peak Wealth Advisors’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
Q1 | $449K | Sell |
1,521
-679
| -31% | -$200K | 0.11% | 88 |
|
|
2024
Q4 | $638K | Sell |
2,200
-6,135
| -74% | -$1.78M | 0.14% | 69 |
|
|
2024
Q3 | $2.48M | Sell |
8,335
-1,026
| -11% | -$305K | 0.57% | 36 |
|
|
2024
Q2 | $2.42M | Buy |
9,361
+809
| +9% | +$209K | 0.55% | 41 |
|
|
2024
Q1 | $2.07M | Buy |
8,552
+484
| +6% | +$117K | 0.53% | 45 |
|
|
2023
Q4 | $2.21M | Buy |
8,068
+333
| +4% | +$91.2K | 0.6% | 42 |
|
|
2023
Q3 | $2.19M | Buy |
7,735
+62
| +0.8% | +$17.6K | 0.67% | 38 |
|
|
2023
Q2 | $2.3M | Sell |
7,673
-35
| -0.5% | -$10.5K | 0.67% | 37 |
|
|
2023
Q1 | $2.21M | Buy |
7,708
+18
| +0.2% | +$5.17K | 0.68% | 41 |
|
|
2022
Q4 | $2.37M | Buy |
7,690
+532
| +7% | +$164K | 0.78% | 34 |
|
|
2022
Q3 | $1.67M | Buy |
7,158
+133
| +2% | +$30.9K | 0.59% | 42 |
|
|
2022
Q2 | $1.69M | Buy |
7,025
+108
| +2% | +$26K | 0.55% | 44 |
|
|
2022
Q1 | $1.73M | Buy |
6,917
+376
| +6% | +$94K | 0.5% | 47 |
|
|
2021
Q4 | $1.99M | Sell |
6,541
-16
| -0.2% | -$4.87K | 0.54% | 41 |
|
|
2021
Q3 | $1.68M | Buy |
6,557
+36
| +0.6% | +$9.22K | 0.48% | 46 |
|
|
2021
Q2 | $1.9M | Buy |
6,521
+830
| +15% | +$242K | 0.53% | 43 |
|
|
2021
Q1 | $1.6M | Buy |
5,691
+96
| +2% | +$27K | 0.53% | 44 |
|
|
2020
Q4 | $1.53M | Buy |
5,595
+213
| +4% | +$58.2K | 0.51% | 42 |
|
|
2020
Q3 | $1.6M | Buy |
5,382
+227
| +4% | +$67.6K | 0.68% | 33 |
|
|
2020
Q2 | $1.25M | Buy |
5,155
+36
| +0.7% | +$8.69K | 0.56% | 42 |
|
|
2020
Q1 | $1.02M | Buy |
5,119
+105
| +2% | +$20.9K | 0.57% | 39 |
|
|
2019
Q4 | $1.18M | Buy |
+5,014
| New | +$1.18M | 0.54% | 39 |
|