River 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
Q2 | $4.45M | Sell |
15,793
-468
| -3% | -$132K | 0.55% | 47 |
|
|
2025
Q1 | $4.8M | Sell |
16,261
-996
| -6% | -$294K | 0.67% | 43 |
|
|
2024
Q4 | $5.01M | Sell |
17,257
-1,251
| -7% | -$363K | 0.66% | 39 |
|
|
2024
Q3 | $5.51M | Sell |
18,508
-2,048
| -10% | -$610K | 0.73% | 37 |
|
|
2024
Q2 | $5.3M | Sell |
20,556
-488
| -2% | -$126K | 0.76% | 36 |
|
|
2024
Q1 | $5.1M | Sell |
21,044
-85
| -0.4% | -$20.6K | 0.74% | 36 |
|
|
2023
Q4 | $5.79M | Sell |
21,129
-399
| -2% | -$109K | 0.92% | 27 |
|
|
2023
Q3 | $6.1M | Sell |
21,528
-506
| -2% | -$143K | 1.09% | 20 |
|
|
2023
Q2 | $6.6M | Sell |
22,034
-363
| -2% | -$109K | 1.12% | 19 |
|
|
2023
Q1 | $6.43M | Sell |
22,397
-561
| -2% | -$161K | 1.17% | 18 |
|
|
2022
Q4 | $7.08M | Sell |
22,958
-196
| -0.8% | -$60.4K | 1.36% | 15 |
|
|
2022
Q3 | $5.39M | Sell |
23,154
-1,500
| -6% | -$349K | 1.16% | 19 |
|
|
2022
Q2 | $5.93M | Buy |
24,654
+192
| +0.8% | +$46.2K | 1.09% | 21 |
|
|
2022
Q1 | $6.11M | Buy |
24,462
+1,719
| +8% | +$430K | 0.98% | 24 |
|
|
2021
Q4 | $6.92M | Buy |
22,743
+632
| +3% | +$192K | 1.07% | 23 |
|
|
2021
Q3 | $5.66M | Buy |
22,111
+676
| +3% | +$173K | 0.97% | 25 |
|
|
2021
Q2 | $6.17M | Sell |
21,435
-95
| -0.4% | -$27.3K | 1.08% | 23 |
|
|
2021
Q1 | $6.06M | Buy |
21,530
+123
| +0.6% | +$34.6K | 1.14% | 23 |
|
|
2020
Q4 | $5.85M | Buy |
21,407
+784
| +4% | +$214K | 1.26% | 21 |
|
|
2020
Q3 | $6.14M | Sell |
20,623
-267
| -1% | -$79.5K | 1.6% | 14 |
|
|
2020
Q2 | $5.04M | Buy |
20,890
+449
| +2% | +$108K | 1.53% | 15 |
|
|
2020
Q1 | $4.08M | Buy |
20,441
+753
| +4% | +$150K | 1.63% | 14 |
|
|
2019
Q4 | $4.63M | Buy |
19,688
+422
| +2% | +$99.2K | 1.56% | 16 |
|
|
2019
Q3 | $4.27M | Buy |
19,266
+252
| +1% | +$55.9K | 1.61% | 14 |
|
|
2019
Q2 | $4.3M | Sell |
19,014
-36
| -0.2% | -$8.15K | 1.68% | 14 |
|
|
2019
Q1 | $3.64M | Buy |
19,050
+21
| +0.1% | +$4.01K | 1.52% | 16 |
|
|
2018
Q4 | $3.05M | Buy |
19,029
+106
| +0.6% | +$17K | 1.35% | 17 |
|
|
2018
Q3 | $3.16M | Sell |
18,923
-282
| -1% | -$47.1K | 1.17% | 21 |
|
|
2018
Q2 | $2.99M | Buy |
19,205
+267
| +1% | +$41.6K | 1.16% | 22 |
|
|
2018
Q1 | $3.01M | Buy |
18,938
+130
| +0.7% | +$20.7K | 1.27% | 19 |
|
|
2017
Q4 | $3.09M | Sell |
18,808
-189
| -1% | -$31K | 1.28% | 19 |
|
|
2017
Q3 | $2.87M | Sell |
18,997
-613
| -3% | -$92.7K | 1.3% | 18 |
|
|
2017
Q2 | $2.81M | Buy |
19,610
+49
| +0.3% | +$7.01K | 1.31% | 20 |
|
|
2017
Q1 | $2.65M | Sell |
19,561
-453
| -2% | -$61.3K | 1.28% | 20 |
|
|
2016
Q4 | $2.88M | Sell |
20,014
-1,432
| -7% | -$206K | 1.46% | 14 |
|
|
2016
Q3 | $2.98M | Buy |
21,446
+32
| +0.1% | +$4.45K | 1.65% | 8 |
|
|
2016
Q2 | $2.81M | Buy |
21,414
+274
| +1% | +$36K | 1.62% | 11 |
|
|
2016
Q1 | $2.82M | Buy |
21,140
+158
| +0.8% | +$21.1K | 1.68% | 10 |
|
|
2015
Q4 | $2.53M | Buy |
20,982
+21
| +0.1% | +$2.53K | 1.6% | 11 |
|
|
2015
Q3 | $2.47M | Buy |
20,961
+36
| +0.2% | +$4.25K | 1.7% | 10 |
|
|
2015
Q2 | $2.65M | Sell |
20,925
-284
| -1% | -$36K | 1.68% | 8 |
|
|
2015
Q1 | $2.97M | Buy |
+21,209
| New | +$2.97M | 1.84% | 8 |
|