Simplicity Wealth’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 | $2.38M | Buy |
8,424
+4,733
| +128% | +$1.34M | 0.1% | 193 |
|
|
2025
Q1 | $1.09M | Buy |
+3,691
| New | +$1.09M | 0.08% | 243 |
|
|
2024
Q4 | – | Sell |
-3,692
| Closed | -$1.1M | – | 330 |
|
|
2024
Q3 | $1.1M | Sell |
3,692
-4,399
| -54% | -$1.31M | 0.1% | 181 |
|
|
2024
Q2 | $2.09M | Sell |
8,091
-1,050
| -11% | -$271K | 0.05% | 352 |
|
|
2024
Q1 | $2.21M | Buy |
9,141
+7,183
| +367% | +$1.74M | 0.05% | 332 |
|
|
2023
Q4 | $536K | Buy |
+1,958
| New | +$536K | 0.21% | 89 |
|