Ropes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.62M | Buy |
16,302
+242
| +2% | +$68.6K | 0.9% | 28 |
|
|
2023
Q2 | $4.81M | Buy |
16,060
+13
| +0.1% | +$3.89K | 0.8% | 31 |
|
|
2023
Q1 | $4.61M | Sell |
16,047
-5
| -0% | -$1.44K | 0.83% | 27 |
|
|
2022
Q4 | $4.95M | Buy |
16,052
+93
| +0.6% | +$28.7K | 0.89% | 27 |
|
|
2022
Q3 | $3.71M | Buy |
15,959
+3,929
| +33% | +$914K | 0.78% | 31 |
|
|
2022
Q2 | $2.89M | Sell |
12,030
-223
| -2% | -$53.6K | 0.6% | 42 |
|
|
2022
Q1 | $3.06M | Sell |
12,253
-552
| -4% | -$138K | 0.53% | 52 |
|
|
2021
Q4 | $3.9M | Sell |
12,805
-2,160
| -14% | -$657K | 0.69% | 38 |
|
|
2021
Q3 | $3.83M | Buy |
14,965
+2,747
| +22% | +$704K | 0.61% | 41 |
|
|
2021
Q2 | $3.52M | Buy |
12,218
+437
| +4% | +$126K | 0.56% | 45 |
|
|
2021
Q1 | $3.54M | Sell |
11,781
-102
| -0.9% | -$30.7K | 0.62% | 42 |
|
|
2020
Q4 | $3.25M | Sell |
11,883
-148
| -1% | -$40.4K | 0.5% | 41 |
|
|
2020
Q3 | $3.58M | Sell |
12,031
-2,367
| -16% | -$705K | 0.69% | 30 |
|
|
2020
Q2 | $3.48M | Buy |
14,398
+225
| +2% | +$54.3K | 0.71% | 29 |
|
|
2020
Q1 | $2.83M | Sell |
14,173
-235
| -2% | -$46.9K | 0.72% | 33 |
|
|
2019
Q4 | $3.39M | Sell |
14,408
-2,965
| -17% | -$697K | 0.73% | 35 |
|
|
2019
Q3 | $3.85M | Buy |
17,373
+146
| +0.8% | +$32.4K | 0.82% | 27 |
|
|
2019
Q2 | $3.9M | Sell |
17,227
-1,354
| -7% | -$307K | 0.82% | 28 |
|
|
2019
Q1 | $3.55M | Buy |
18,581
+1,080
| +6% | +$206K | 0.94% | 27 |
|
|
2018
Q4 | $2.8M | Sell |
17,501
-1,648
| -9% | -$264K | 0.81% | 34 |
|
|
2018
Q3 | $3.2M | Buy |
19,149
+2,050
| +12% | +$342K | 0.79% | 34 |
|
|
2018
Q2 | $2.66M | Sell |
17,099
-12
| -0.1% | -$1.87K | 0.72% | 36 |
|
|
2018
Q1 | $2.72M | Sell |
17,111
-14
| -0.1% | -$2.23K | 0.75% | 32 |
|
|
2017
Q4 | $2.81M | Sell |
17,125
-202
| -1% | -$33.1K | 0.74% | 32 |
|
|
2017
Q3 | $2.62M | Sell |
17,327
-515
| -3% | -$77.9K | 0.71% | 37 |
|
|
2017
Q2 | $2.55M | Sell |
17,842
-19
| -0.1% | -$2.72K | 0.72% | 37 |
|
|
2017
Q1 | $2.42M | Sell |
17,861
-1,280
| -7% | -$173K | 0.7% | 38 |
|
|
2016
Q4 | $2.75M | Sell |
19,141
-1,550
| -7% | -$223K | 0.86% | 30 |
|
|
2016
Q3 | $2.88M | Sell |
20,691
-31
| -0.1% | -$4.31K | 0.97% | 26 |
|
|
2016
Q2 | $2.72M | Buy |
20,722
+10
| +0% | +$1.31K | 0.95% | 27 |
|
|
2016
Q1 | $2.76M | Sell |
20,712
-30
| -0.1% | -$4K | 1.22% | 23 |
|
|
2015
Q4 | $2.5M | Buy |
20,742
+14
| +0.1% | +$1.69K | 1.1% | 24 |
|
|
2015
Q3 | $2.45M | Buy |
20,728
+96
| +0.5% | +$11.3K | 1.28% | 21 |
|
|
2015
Q2 | $2.61M | Sell |
20,632
-75
| -0.4% | -$9.5K | 1.42% | 20 |
|
|
2015
Q1 | $2.9M | Buy |
+20,707
| New | +$2.9M | 1.5% | 19 |
|