SAG
SageView Advisory Group’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
4,901
+47
| +1% | +$13.9K | 0.05% | 190 |
|
|
2025
Q1 | $1.43M | Sell |
4,854
-490
| -9% | -$145K | 0.06% | 177 |
|
|
2024
Q4 | $1.55M | Buy |
5,344
+590
| +12% | +$171K | 0.07% | 158 |
|
|
2024
Q3 | $1.42M | Sell |
4,754
-945
| -17% | -$281K | 0.07% | 147 |
|
|
2024
Q2 | $1.47M | Buy |
5,699
+777
| +16% | +$201K | 0.07% | 168 |
|
|
2024
Q1 | $1.19M | Sell |
4,922
-2,163
| -31% | -$524K | 0.06% | 175 |
|
|
2023
Q4 | $1.84M | Buy |
7,085
+6,031
| +572% | +$1.56M | 0.08% | 154 |
|
|
2023
Q3 | $299K | Sell |
1,054
-78
| -7% | -$22.1K | 0.02% | 424 |
|
|
2023
Q2 | $339K | Sell |
1,132
-492
| -30% | -$147K | 0.02% | 425 |
|
|
2023
Q1 | $466K | Sell |
1,624
-56
| -3% | -$16.1K | 0.03% | 321 |
|
|
2022
Q4 | $518K | Buy |
+1,680
| New | +$518K | 0.04% | 237 |
|