Smith Salley Wealth Management’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 | $1.79M | Buy |
6,338
+177
| +3% | +$49.9K | 0.1% | 120 |
|
|
2025
Q1 | $1.82M | Sell |
6,161
-15
| -0.2% | -$4.42K | 0.12% | 112 |
|
|
2024
Q4 | $1.79M | Sell |
6,176
-76
| -1% | -$22K | 0.12% | 112 |
|
|
2024
Q3 | $1.86M | Buy |
6,252
+109
| +2% | +$32.5K | 0.12% | 109 |
|
|
2024
Q2 | $1.59M | Buy |
6,143
+3
| +0% | +$774 | 0.11% | 106 |
|
|
2024
Q1 | $1.49M | Sell |
6,140
-6,325
| -51% | -$1.53M | 0.12% | 109 |
|
|
2023
Q4 | $3.41M | Sell |
12,465
-530
| -4% | -$145K | 0.22% | 76 |
|
|
2023
Q3 | $3.68M | Sell |
12,995
-66
| -0.5% | -$18.7K | 0.27% | 69 |
|
|
2023
Q2 | $3.91M | Sell |
13,061
-66
| -0.5% | -$19.8K | 0.29% | 70 |
|
|
2023
Q1 | $3.77M | Buy |
13,127
+423
| +3% | +$121K | 0.3% | 70 |
|
|
2022
Q4 | $3.92M | Sell |
12,704
-3
| -0% | -$925 | 0.34% | 70 |
|
|
2022
Q3 | $2.96M | Sell |
12,707
-144
| -1% | -$33.5K | 0.28% | 76 |
|
|
2022
Q2 | $3.09M | Buy |
12,851
+272
| +2% | +$65.4K | 0.27% | 77 |
|
|
2022
Q1 | $3.14M | Buy |
12,579
+382
| +3% | +$95.4K | 0.24% | 85 |
|
|
2021
Q4 | $3.71M | Buy |
12,197
+111
| +0.9% | +$33.8K | 0.26% | 80 |
|
|
2021
Q3 | $3.1M | Buy |
12,086
+333
| +3% | +$85.3K | 0.24% | 85 |
|
|
2021
Q2 | $3.38M | Buy |
11,753
+4,143
| +54% | +$1.19M | 0.27% | 78 |
|
|
2021
Q1 | $2.14M | Buy |
7,610
+531
| +8% | +$149K | 0.19% | 88 |
|
|
2020
Q4 | $1.93M | Sell |
7,079
-195
| -3% | -$53.2K | 0.2% | 86 |
|
|
2020
Q3 | $2.17M | Buy |
+7,274
| New | +$2.17M | 0.26% | 77 |
|
|
2016
Q2 | – | Sell |
-9,996
| Closed | -$1.33M | – | 160 |
|
|
2016
Q1 | $1.33M | Buy |
9,996
+298
| +3% | +$39.7K | 0.33% | 82 |
|
|
2015
Q4 | $1.17M | Buy |
9,698
+365
| +4% | +$43.9K | 0.29% | 91 |
|
|
2015
Q3 | $1.1M | Buy |
9,333
+427
| +5% | +$50.4K | 0.3% | 88 |
|
|
2015
Q2 | $1.13M | Buy |
8,906
+1,268
| +17% | +$161K | 0.29% | 93 |
|
|
2015
Q1 | $1.07M | Buy |
7,638
+1,171
| +18% | +$164K | 0.27% | 96 |
|
|
2014
Q4 | $863K | Buy |
6,467
+1,154
| +22% | +$154K | 0.22% | 105 |
|
|
2014
Q3 | $639K | Buy |
5,313
+2,735
| +106% | +$329K | 0.17% | 121 |
|
|
2014
Q2 | $307K | Buy |
2,578
+334
| +15% | +$39.8K | 0.08% | 151 |
|
|
2014
Q1 | $247K | Buy |
+2,244
| New | +$247K | 0.15% | 96 |
|