Resurgent Financial 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
Q2 | $394K | Sell |
1,397
-42
| -3% | -$11.8K | 0.22% | 126 |
|
|
2025
Q1 | $424K | Sell |
1,439
-95
| -6% | -$28K | 0.25% | 110 |
|
|
2024
Q4 | $445K | Sell |
1,534
-79
| -5% | -$22.9K | 0.26% | 107 |
|
|
2024
Q3 | $480K | Sell |
1,613
-111
| -6% | -$33K | 0.28% | 106 |
|
|
2024
Q2 | $445K | Buy |
1,724
+13
| +0.8% | +$3.36K | 0.28% | 110 |
|
|
2024
Q1 | $415K | Sell |
1,711
-121
| -7% | -$29.3K | 0.22% | 122 |
|
|
2023
Q4 | $502K | Sell |
1,832
-1,334
| -42% | -$365K | 0.31% | 85 |
|
|
2023
Q3 | $897K | Buy |
3,166
+42
| +1% | +$11.9K | 0.61% | 39 |
|
|
2023
Q2 | $936K | Buy |
3,124
+1,132
| +57% | +$339K | 0.62% | 39 |
|
|
2023
Q1 | $572K | Sell |
1,992
-588
| -23% | -$169K | 0.38% | 66 |
|
|
2022
Q4 | $795K | Sell |
2,580
-84
| -3% | -$25.9K | 0.42% | 53 |
|
|
2022
Q3 | $620K | Buy |
2,664
+51
| +2% | +$11.9K | 0.41% | 67 |
|
|
2022
Q2 | $628K | Buy |
2,613
+485
| +23% | +$117K | 0.4% | 71 |
|
|
2022
Q1 | $532K | Buy |
2,128
+111
| +6% | +$27.8K | 0.33% | 81 |
|
|
2021
Q4 | $614K | Buy |
+2,017
| New | +$614K | 0.49% | 59 |
|