Souders 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 | $228K | Buy |
+807
| New | +$228K | 0.03% | 190 |
|
|
2022
Q1 | – | Sell |
-9,168
| Closed | -$2.79M | – | 145 |
|
|
2021
Q4 | $2.79M | Buy |
9,168
+238
| +3% | +$72.4K | 0.8% | 44 |
|
|
2021
Q3 | $2.29M | Buy |
8,930
+257
| +3% | +$65.8K | 0.74% | 46 |
|
|
2021
Q2 | $2.5M | Buy |
8,673
+391
| +5% | +$112K | 0.84% | 41 |
|
|
2021
Q1 | $2.33M | Buy |
+8,282
| New | +$2.33M | 0.91% | 38 |
|