SVWAG
Sound View Wealth Advisors Group’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
3,547
-99
| -3% | -$27.9K | 0.07% | 186 |
|
|
2025
Q1 | $1.08M | Buy |
3,646
+126
| +4% | +$37.2K | 0.09% | 166 |
|
|
2024
Q4 | $1.02M | Sell |
3,520
-39
| -1% | -$11.3K | 0.08% | 173 |
|
|
2024
Q3 | $1.06M | Buy |
3,559
+302
| +9% | +$89.9K | 0.09% | 173 |
|
|
2024
Q2 | $841K | Buy |
3,257
+203
| +7% | +$52.4K | 0.09% | 174 |
|
|
2024
Q1 | $740K | Sell |
3,054
-74
| -2% | -$17.9K | 0.08% | 194 |
|
|
2023
Q4 | $856K | Sell |
3,128
-261
| -8% | -$71.5K | 0.09% | 177 |
|
|
2023
Q3 | $960K | Buy |
3,389
+94
| +3% | +$26.6K | 0.12% | 148 |
|
|
2023
Q2 | $987K | Sell |
3,295
-10
| -0.3% | -$3K | 0.13% | 149 |
|
|
2023
Q1 | $949K | Buy |
3,305
+177
| +6% | +$50.8K | 0.13% | 153 |
|
|
2022
Q4 | $856K | Buy |
3,128
+660
| +27% | +$181K | 0.09% | 177 |
|
|
2022
Q3 | $574K | Buy |
2,468
+5
| +0.2% | +$1.16K | 0.13% | 149 |
|
|
2022
Q2 | $592K | Sell |
2,463
-58
| -2% | -$13.9K | 0.12% | 151 |
|
|
2022
Q1 | $630K | Sell |
2,521
-689
| -21% | -$172K | 0.12% | 152 |
|
|
2021
Q4 | $977K | Sell |
3,210
-679
| -17% | -$207K | 0.18% | 121 |
|
|
2021
Q3 | $996K | Buy |
3,889
+163
| +4% | +$41.7K | 0.21% | 113 |
|
|
2021
Q2 | $1.07M | Sell |
3,726
-572
| -13% | -$165K | 0.23% | 108 |
|
|
2021
Q1 | $1.21M | Buy |
4,298
+437
| +11% | +$123K | 0.28% | 90 |
|
|
2020
Q4 | $1.06M | Buy |
3,861
+340
| +10% | +$92.9K | 0.26% | 94 |
|
|
2020
Q3 | $1.05M | Sell |
3,521
-290
| -8% | -$86.4K | 0.28% | 92 |
|
|
2020
Q2 | $920K | Buy |
3,811
+309
| +9% | +$74.6K | 0.26% | 97 |
|
|
2020
Q1 | $699K | Buy |
3,502
+416
| +13% | +$83K | 0.24% | 101 |
|
|
2019
Q4 | $725K | Sell |
3,086
-93
| -3% | -$21.8K | 0.2% | 112 |
|
|
2019
Q3 | $705K | Buy |
3,179
+33
| +1% | +$7.32K | 0.21% | 113 |
|
|
2019
Q2 | $712K | Buy |
+3,146
| New | +$712K | 0.21% | 116 |
|