Sequoia Financial Advisors’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 | $1.87M | Buy |
6,617
+524
| +9% | +$148K | 0.01% | 490 |
|
|
2025
Q1 | $1.8M | Sell |
6,093
-12,094
| -66% | -$3.57M | 0.01% | 456 |
|
|
2024
Q4 | $5.27M | Sell |
18,187
-553
| -3% | -$160K | 0.05% | 247 |
|
|
2024
Q3 | $5.58M | Sell |
18,740
-901
| -5% | -$268K | 0.06% | 208 |
|
|
2024
Q2 | $5.07M | Sell |
19,641
-1,422
| -7% | -$367K | 0.06% | 189 |
|
|
2024
Q1 | $5.1M | Sell |
21,063
-7,526
| -26% | -$1.82M | 0.06% | 197 |
|
|
2023
Q4 | $7.83M | Buy |
28,589
+6,437
| +29% | +$1.76M | 0.1% | 169 |
|
|
2023
Q3 | $6.28M | Buy |
22,152
+1,874
| +9% | +$531K | 0.11% | 131 |
|
|
2023
Q2 | $6.07M | Sell |
20,278
-4,839
| -19% | -$1.45M | 0.1% | 143 |
|
|
2023
Q1 | $7.21M | Sell |
25,117
-8,887
| -26% | -$2.55M | 0.16% | 116 |
|
|
2022
Q4 | $10.5M | Buy |
34,004
+10,122
| +42% | +$3.12M | 0.26% | 74 |
|
|
2022
Q3 | $5.56M | Buy |
23,882
+2,176
| +10% | +$506K | 0.18% | 105 |
|
|
2022
Q2 | $5.22M | Sell |
21,706
-31,405
| -59% | -$7.55M | 0.15% | 118 |
|
|
2022
Q1 | $13.3M | Buy |
53,111
+18,938
| +55% | +$4.73M | 0.33% | 54 |
|
|
2021
Q4 | $10.4M | Buy |
34,173
+24,566
| +256% | +$7.47M | 0.28% | 71 |
|
|
2021
Q3 | $2.46M | Sell |
9,607
-13,686
| -59% | -$3.5M | 0.25% | 63 |
|
|
2021
Q2 | $6.7M | Buy |
23,293
+2,701
| +13% | +$777K | 0.24% | 72 |
|
|
2021
Q1 | $5.79M | Buy |
20,592
+15,845
| +334% | +$4.46M | 0.24% | 62 |
|
|
2020
Q4 | $1.3M | Buy |
4,747
+358
| +8% | +$97.8K | 0.06% | 160 |
|
|
2020
Q3 | $1.31M | Buy |
4,389
+2,312
| +111% | +$688K | 0.07% | 143 |
|
|
2020
Q2 | $502K | Sell |
2,077
-403
| -16% | -$97.4K | 0.03% | 215 |
|
|
2020
Q1 | $495K | Buy |
2,480
+435
| +21% | +$86.8K | 0.04% | 202 |
|
|
2019
Q4 | $480K | Buy |
2,045
+289
| +16% | +$67.8K | 0.03% | 224 |
|
|
2019
Q3 | $390K | Buy |
1,756
+41
| +2% | +$9.11K | 0.03% | 229 |
|
|
2019
Q2 | $388K | Buy |
1,715
+253
| +17% | +$57.2K | 0.03% | 236 |
|
|
2019
Q1 | $279K | Buy |
1,462
+200
| +16% | +$38.2K | 0.02% | 278 |
|
|
2018
Q4 | $202K | Hold |
1,262
| – | – | 0.02% | 274 |
|
|
2018
Q3 | $211K | Buy |
+1,262
| New | +$211K | 0.02% | 293 |
|
|
2018
Q2 | – | Sell |
-1,285
| Closed | -$204K | – | 312 |
|
|
2018
Q1 | $204K | Buy |
+1,285
| New | +$204K | 0.02% | 286 |
|