SFM
Stack Financial Management’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-67,017
| Closed | -$20.4M | – | 46 |
|
|
2021
Q4 | $20.4M | Buy |
67,017
+85
| +0.1% | +$25.9K | 1.76% | 24 |
|
|
2021
Q3 | $17.1M | Sell |
66,932
-31,942
| -32% | -$8.18M | 1.64% | 26 |
|
|
2021
Q2 | $28.4M | Buy |
98,874
+633
| +0.6% | +$182K | 2.44% | 13 |
|
|
2021
Q1 | $27.6M | Buy |
98,241
+464
| +0.5% | +$131K | 2.33% | 14 |
|
|
2020
Q4 | $26.7M | Buy |
97,777
+112
| +0.1% | +$30.6K | 2.35% | 15 |
|
|
2020
Q3 | $29.1M | Buy |
97,665
+986
| +1% | +$294K | 2.92% | 9 |
|
|
2020
Q2 | $23.3M | Buy |
+96,679
| New | +$23.3M | 2.66% | 11 |
|