SIA
Schechter Investment Advisors’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $445K | Sell |
1,511
-172
| -10% | -$50.7K | 0.04% | 395 |
|
|
2024
Q4 | $488K | Sell |
1,683
-82
| -5% | -$23.8K | 0.04% | 391 |
|
|
2024
Q3 | $526K | Sell |
1,765
-443
| -20% | -$132K | 0.04% | 390 |
|
|
2024
Q2 | $570K | Buy |
2,208
+43
| +2% | +$11.1K | 0.04% | 346 |
|
|
2024
Q1 | $524K | Sell |
2,165
-7
| -0.3% | -$1.7K | 0.04% | 364 |
|
|
2023
Q4 | $595K | Sell |
2,172
-222
| -9% | -$60.8K | 0.05% | 325 |
|
|
2023
Q3 | $678K | Buy |
2,394
+28
| +1% | +$7.94K | 0.07% | 290 |
|
|
2023
Q2 | $709K | Buy |
2,366
+70
| +3% | +$21K | 0.06% | 313 |
|
|
2023
Q1 | $660K | Sell |
2,296
-123
| -5% | -$35.3K | 0.06% | 348 |
|
|
2022
Q4 | $746K | Sell |
2,419
-39
| -2% | -$12K | 0.07% | 382 |
|
|
2022
Q3 | $573K | Buy |
2,458
+425
| +21% | +$99.1K | 0.06% | 464 |
|
|
2022
Q2 | $489K | Buy |
+2,033
| New | +$489K | 0.05% | 535 |
|
|
2022
Q1 | – | Sell |
-907
| Closed | -$276K | – | 931 |
|
|
2021
Q4 | $276K | Buy |
+907
| New | +$276K | 0.02% | 697 |
|