Sanders Morris Harris’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 | $554K | Hold |
1,965
| – | – | 0.13% | 64 |
|
|
2025
Q1 | $580K | Sell |
1,965
-100
| -5% | -$29.5K | 0.09% | 143 |
|
|
2024
Q4 | $605K | Hold |
2,065
| – | – | 0.09% | 149 |
|
|
2024
Q3 | $615K | Sell |
2,065
-275
| -12% | -$81.9K | 0.1% | 139 |
|
|
2024
Q2 | $604K | Hold |
2,340
| – | – | 0.1% | 136 |
|
|
2024
Q1 | $567K | Buy |
+2,340
| New | +$567K | 0.1% | 145 |
|
|
2023
Q4 | – | Sell |
-2,315
| Closed | -$656K | – | 166 |
|
|
2023
Q3 | $656K | Hold |
2,315
| – | – | 0.13% | 120 |
|
|
2023
Q2 | $693K | Buy |
2,315
+25
| +1% | +$7.49K | 0.15% | 105 |
|
|
2023
Q1 | $658K | Hold |
2,290
| – | – | 0.23% | 40 |
|
|
2022
Q4 | $706K | Hold |
2,290
| – | – | 0.27% | 85 |
|
|
2022
Q3 | $533K | Hold |
2,290
| – | – | 0.13% | 126 |
|
|
2022
Q2 | $550K | Buy |
2,290
+100
| +5% | +$24K | 0.12% | 132 |
|
|
2022
Q1 | $548K | Buy |
2,190
+115
| +6% | +$28.8K | 0.11% | 150 |
|
|
2021
Q4 | $631K | Hold |
2,075
| – | – | 0.11% | 143 |
|
|
2021
Q3 | $531K | Hold |
2,075
| – | – | 0.1% | 157 |
|
|
2021
Q2 | $597K | Hold |
2,075
| – | – | 0.12% | 147 |
|
|
2021
Q1 | $584K | Hold |
2,075
| – | – | 0.12% | 132 |
|
|
2020
Q4 | $567K | Hold |
2,075
| – | – | 0.13% | 139 |
|
|
2020
Q3 | $618K | Hold |
2,075
| – | – | 0.17% | 117 |
|
|
2020
Q2 | $501K | Buy |
+2,075
| New | +$501K | 0.24% | 53 |
|
|
2020
Q1 | – | Sell |
-1,722
| Closed | -$329K | – | 158 |
|
|
2019
Q4 | $329K | Sell |
1,722
-175
| -9% | -$33.4K | 0.07% | 210 |
|
|
2019
Q3 | $420K | Hold |
1,897
| – | – | 0.1% | 161 |
|
|
2019
Q2 | $430K | Buy |
1,897
+175
| +10% | +$39.7K | 0.11% | 167 |
|
|
2019
Q1 | $329K | Buy |
1,722
+360
| +26% | +$68.8K | 0.16% | 83 |
|
|
2018
Q4 | $218K | Hold |
1,362
| – | – | 0.12% | 96 |
|
|
2018
Q3 | $228K | Buy |
+1,362
| New | +$228K | 0.11% | 110 |
|