SWA
SOA 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 | $77K | Hold |
273
| – | – | 0.01% | 302 |
|
|
2025
Q1 | $80.5K | Sell |
273
-24
| -8% | -$7.08K | 0.02% | 281 |
|
|
2024
Q4 | $86.1K | Hold |
297
| – | – | 0.02% | 266 |
|
|
2024
Q3 | $88.4K | Buy |
297
+1
| +0.3% | +$298 | 0.02% | 258 |
|
|
2024
Q2 | $76.4K | Hold |
296
| – | – | 0.02% | 268 |
|
|
2024
Q1 | $71.7K | Hold |
296
| – | – | 0.01% | 269 |
|
|
2023
Q4 | $81K | Sell |
296
-75
| -20% | -$20.5K | 0.02% | 254 |
|
|
2023
Q3 | $105K | Buy |
371
+1
| +0.3% | +$283 | 0.03% | 220 |
|
|
2023
Q2 | $111K | Hold |
370
| – | – | 0.03% | 226 |
|
|
2023
Q1 | $106K | Buy |
370
+1
| +0.3% | +$287 | 0.03% | 221 |
|
|
2022
Q4 | $114K | Buy |
369
+1
| +0.3% | +$308 | 0.03% | 209 |
|
|
2022
Q3 | $85K | Buy |
368
+1
| +0.3% | +$231 | 0.03% | 215 |
|
|
2022
Q2 | $88K | Sell |
367
-5
| -1% | -$1.2K | 0.03% | 211 |
|
|
2022
Q1 | $93K | Buy |
372
+1
| +0.3% | +$250 | 0.02% | 235 |
|
|
2021
Q4 | $112K | Hold |
371
| – | – | 0.03% | 203 |
|
|
2021
Q3 | $95K | Buy |
371
+1
| +0.3% | +$256 | 0.02% | 224 |
|
|
2021
Q2 | $106K | Sell |
370
-1
| -0.3% | -$286 | 0.03% | 205 |
|
|
2021
Q1 | $104K | Hold |
371
| – | – | 0.03% | 189 |
|
|
2020
Q4 | $94K | Buy |
+371
| New | +$94K | 0.03% | 195 |
|