Sarah T. Connolly’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
Q4 | – | Sell |
-2,045
| Closed | -$580K | – | 14 |
|
|
2023
Q3 | $580K | Sell |
2,045
-125
| -6% | -$35.4K | 0.38% | 62 |
|
|
2023
Q2 | $650K | Hold |
2,170
| – | – | 0.39% | 63 |
|
|
2023
Q1 | $623K | Hold |
2,170
| – | – | 0.4% | 63 |
|
|
2022
Q4 | $669K | Sell |
2,170
-150
| -6% | -$46.2K | 0.45% | 64 |
|
|
2022
Q3 | $540K | Sell |
2,320
-75
| -3% | -$17.5K | 0.4% | 68 |
|
|
2022
Q2 | $576K | Sell |
2,395
-55
| -2% | -$13.2K | 0.39% | 65 |
|
|
2022
Q1 | $612K | Hold |
2,450
| – | – | 0.36% | 66 |
|
|
2021
Q4 | $745K | Buy |
2,450
+1,031
| +73% | +$314K | 0.42% | 64 |
|
|
2021
Q3 | $363K | Sell |
1,419
-835
| -37% | -$214K | 0.3% | 78 |
|
|
2021
Q2 | $648K | Sell |
2,254
-25
| -1% | -$7.19K | 0.53% | 59 |
|
|
2021
Q1 | $641K | Sell |
2,279
-359
| -14% | -$101K | 0.57% | 58 |
|
|
2020
Q4 | $720K | Buy |
+2,638
| New | +$720K | 0.66% | 53 |
|