Sound Financial Strategies Group’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 | $694K | Buy |
2,461
+128
| +5% | +$36.1K | 0.59% | 69 |
|
|
2025
Q1 | $688K | Sell |
2,333
-101
| -4% | -$29.8K | 0.61% | 70 |
|
|
2024
Q4 | $706K | Sell |
2,434
-560
| -19% | -$162K | 0.59% | 59 |
|
|
2024
Q3 | $891K | Sell |
2,994
-5
| -0.2% | -$1.49K | 0.72% | 17 |
|
|
2024
Q2 | $774K | Buy |
2,999
+1,014
| +51% | +$262K | 0.67% | 18 |
|
|
2024
Q1 | $481K | Buy |
1,985
+21
| +1% | +$5.09K | 0.4% | 51 |
|
|
2023
Q4 | $538K | Sell |
1,964
-1,166
| -37% | -$319K | 0.45% | 49 |
|
|
2023
Q3 | $887K | Sell |
3,130
-216
| -6% | -$61.2K | 0.73% | 29 |
|
|
2023
Q2 | $1M | Sell |
3,346
-424
| -11% | -$127K | 0.73% | 26 |
|
|
2023
Q1 | $1.08M | Buy |
3,770
+1,230
| +48% | +$353K | 0.72% | 15 |
|
|
2022
Q4 | $783K | Buy |
+2,540
| New | +$783K | 0.57% | 45 |
|
|
2022
Q1 | – | Sell |
-2,086
| Closed | -$635K | – | 71 |
|
|
2021
Q4 | $635K | Sell |
2,086
-49
| -2% | -$14.9K | 0.32% | 58 |
|
|
2021
Q3 | $547K | Buy |
2,135
+15
| +0.7% | +$3.84K | 0.27% | 68 |
|
|
2021
Q2 | $610K | Sell |
2,120
-142
| -6% | -$40.9K | 0.3% | 65 |
|
|
2021
Q1 | $636K | Sell |
2,262
-164
| -7% | -$46.1K | 0.33% | 29 |
|
|
2020
Q4 | $663K | Buy |
2,426
+355
| +17% | +$97K | 0.36% | 27 |
|
|
2020
Q3 | $617K | Sell |
2,071
-34
| -2% | -$10.1K | 0.39% | 28 |
|
|
2020
Q2 | $508K | Sell |
2,105
-1
| -0% | -$241 | 0.33% | 32 |
|
|
2020
Q1 | $420K | Sell |
2,106
-4,251
| -67% | -$848K | 0.29% | 42 |
|
|
2019
Q4 | $1.49M | Buy |
+6,357
| New | +$1.49M | 0.95% | 32 |
|