SPWG
Sage Private Wealth Group’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Buy |
1,417
+138
| +11% | +$39K | 0.26% | 54 |
|
|
2025
Q1 | $377K | Sell |
1,279
-60
| -4% | -$17.7K | 0.29% | 57 |
|
|
2024
Q4 | $389K | Sell |
1,339
-69
| -5% | -$20K | 0.29% | 48 |
|
|
2024
Q3 | $419K | Sell |
1,408
-468
| -25% | -$139K | 0.33% | 44 |
|
|
2024
Q2 | $484K | Buy |
1,876
+479
| +34% | +$124K | 0.41% | 34 |
|
|
2024
Q1 | $339K | Buy |
1,397
+491
| +54% | +$119K | 0.27% | 55 |
|
|
2023
Q4 | $248K | Sell |
906
-116
| -11% | -$31.8K | 0.22% | 53 |
|
|
2023
Q3 | $290K | Buy |
1,022
+16
| +2% | +$4.54K | 0.4% | 36 |
|
|
2023
Q2 | $301K | Buy |
1,006
+1
| +0.1% | +$300 | 0.41% | 33 |
|
|
2023
Q1 | $289K | Buy |
1,005
+94
| +10% | +$27K | 0.33% | 36 |
|
|
2022
Q4 | $281K | Sell |
911
-24
| -3% | -$7.4K | 0.33% | 37 |
|
|
2022
Q3 | $218K | Sell |
935
-180
| -16% | -$42K | 0.29% | 45 |
|
|
2022
Q2 | $268K | Buy |
1,115
+188
| +20% | +$45.2K | 0.39% | 37 |
|
|
2022
Q1 | $232K | Buy |
927
+75
| +9% | +$18.8K | 0.23% | 42 |
|
|
2021
Q4 | $259K | Buy |
852
+27
| +3% | +$8.21K | 0.32% | 37 |
|
|
2021
Q3 | $211K | Buy |
825
+7
| +0.9% | +$1.79K | 0.29% | 40 |
|
|
2021
Q2 | $235K | Buy |
818
+15
| +2% | +$4.31K | 0.32% | 35 |
|
|
2021
Q1 | $226K | Sell |
803
-34
| -4% | -$9.57K | 0.39% | 33 |
|
|
2020
Q4 | $229K | Buy |
+837
| New | +$229K | 0.64% | 30 |
|