Sound Financial Strategies Group’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $677K | Buy |
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|
2025
Q2 | $694K | Buy |
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|
2025
Q1 | $688K | Sell |
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|
2024
Q4 | $706K | Sell |
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|
2024
Q3 | $891K | Sell |
|
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|
2024
Q2 | $774K | Buy |
|
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|
2024
Q1 | $481K | Buy |
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|
2023
Q4 | $538K | Sell |
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|
2023
Q3 | $887K | Sell |
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|
2023
Q2 | $1M | Sell |
|
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $783K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $635K | Sell |
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|
2021
Q3 | $547K | Buy |
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|
2021
Q2 | $610K | Sell |
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|
2021
Q1 | $636K | Sell |
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|
2020
Q4 | $663K | Buy |
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|
2020
Q3 | $617K | Sell |
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|
2020
Q2 | $508K | Sell |
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|
2020
Q1 | $420K | Sell |
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|
2019
Q4 | $1.49M | Buy |
|