Spire Wealth Management’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 | $352K | Sell |
1,247
-1,122
| -47% | -$317K | 0.01% | 598 |
|
|
2025
Q1 | $699K | Buy |
2,369
+112
| +5% | +$33K | 0.02% | 483 |
|
|
2024
Q4 | $655K | Buy |
2,257
+146
| +7% | +$42.4K | 0.02% | 492 |
|
|
2024
Q3 | $628K | Sell |
2,111
-128
| -6% | -$38.1K | 0.02% | 471 |
|
|
2024
Q2 | $578K | Sell |
2,239
-478
| -18% | -$123K | 0.02% | 461 |
|
|
2024
Q1 | $658K | Buy |
2,717
+312
| +13% | +$75.6K | 0.01% | 453 |
|
|
2023
Q4 | $627K | Buy |
2,405
+181
| +8% | +$47.2K | 0.02% | 462 |
|
|
2023
Q3 | $630K | Sell |
2,224
-162
| -7% | -$45.9K | 0.02% | 430 |
|
|
2023
Q2 | $715K | Sell |
2,386
-17
| -0.7% | -$5.09K | 0.03% | 417 |
|
|
2023
Q1 | $690K | Buy |
2,403
+1,056
| +78% | +$303K | 0.03% | 411 |
|
|
2022
Q4 | $415K | Buy |
1,347
+28
| +2% | +$8.63K | 0.02% | 391 |
|
|
2022
Q3 | $307K | Sell |
1,319
-359
| -21% | -$83.6K | 0.02% | 432 |
|
|
2022
Q2 | $404K | Sell |
1,678
-494
| -23% | -$119K | 0.02% | 531 |
|
|
2022
Q1 | $543K | Buy |
2,172
+27
| +1% | +$6.75K | 0.01% | 549 |
|
|
2021
Q4 | $653K | Sell |
2,145
-4,203
| -66% | -$1.28M | 0.01% | 603 |
|
|
2021
Q3 | $592K | Buy |
6,348
+22
| +0.3% | +$2.05K | 0.02% | 546 |
|
|
2021
Q2 | $1.82M | Sell |
6,326
-100
| -2% | -$28.8K | 0.05% | 310 |
|
|
2021
Q1 | $1.8M | Buy |
+6,426
| New | +$1.8M | 0.05% | 302 |
|