SMA
Sage Mountain Advisors’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Buy |
1,775
+147
| +9% | +$41.5K | 0.03% | 241 |
|
|
2025
Q1 | $480K | Sell |
1,628
-126
| -7% | -$37.2K | 0.04% | 229 |
|
|
2024
Q4 | $509K | Buy |
1,754
+137
| +8% | +$39.7K | 0.04% | 209 |
|
|
2024
Q3 | $481K | Sell |
1,617
-27
| -2% | -$8.04K | 0.04% | 206 |
|
|
2024
Q2 | $424K | Buy |
1,644
+44
| +3% | +$11.4K | 0.04% | 200 |
|
|
2024
Q1 | $388K | Buy |
1,600
+28
| +2% | +$6.78K | 0.04% | 197 |
|
|
2023
Q4 | $430K | Buy |
1,572
+297
| +23% | +$81.3K | 0.05% | 149 |
|
|
2023
Q3 | $361K | Sell |
1,275
-9
| -0.7% | -$2.55K | 0.05% | 158 |
|
|
2023
Q2 | $385K | Buy |
1,284
+59
| +5% | +$17.7K | 0.05% | 144 |
|
|
2023
Q1 | $352K | Buy |
+1,225
| New | +$352K | 0.06% | 145 |
|
|
2022
Q1 | – | Sell |
-782
| Closed | -$238K | – | 621 |
|
|
2021
Q4 | $238K | Sell |
782
-103
| -12% | -$31.3K | 0.03% | 486 |
|
|
2021
Q3 | $227K | Buy |
+885
| New | +$227K | 0.03% | 412 |
|