SWA
SFMG Wealth Advisors’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Sell |
881
-16
| -2% | -$4.51K | 0.02% | 233 |
|
|
2025
Q1 | $264K | Buy |
897
+32
| +4% | +$9.44K | 0.02% | 217 |
|
|
2024
Q4 | $251K | Sell |
865
-4
| -0.5% | -$1.16K | 0.02% | 221 |
|
|
2024
Q3 | $259K | Buy |
869
+7
| +0.8% | +$2.09K | 0.02% | 214 |
|
|
2024
Q2 | $223K | Buy |
+862
| New | +$223K | 0.02% | 228 |
|
|
2024
Q1 | – | Sell |
-764
| Closed | -$209K | – | 284 |
|
|
2023
Q4 | $209K | Sell |
764
-286
| -27% | -$78.3K | 0.02% | 236 |
|
|
2023
Q3 | $297K | Buy |
1,050
+26
| +3% | +$7.37K | 0.03% | 181 |
|
|
2023
Q2 | $307K | Sell |
1,024
-1
| -0.1% | -$299 | 0.03% | 177 |
|
|
2023
Q1 | $294K | Sell |
1,025
-38
| -4% | -$10.9K | 0.03% | 180 |
|
|
2022
Q4 | $328K | Buy |
1,063
+94
| +10% | +$29K | 0.04% | 172 |
|
|
2022
Q3 | $222K | Buy |
969
+79
| +9% | +$18.1K | 0.03% | 205 |
|
|
2022
Q2 | $214K | Buy |
+890
| New | +$214K | 0.02% | 223 |
|
|
2022
Q1 | – | Sell |
-899
| Closed | -$274K | – | 299 |
|
|
2021
Q4 | $274K | Buy |
899
+2
| +0.2% | +$610 | 0.03% | 213 |
|
|
2021
Q3 | $230K | Sell |
897
-88
| -9% | -$22.6K | 0.03% | 222 |
|
|
2021
Q2 | $283K | Buy |
985
+90
| +10% | +$25.9K | 0.03% | 205 |
|
|
2021
Q1 | $252K | Buy |
895
+23
| +3% | +$6.48K | 0.03% | 203 |
|
|
2020
Q4 | $238K | Buy |
+872
| New | +$238K | 0.03% | 192 |
|