Steward Partners Investment Advisory’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 | $27.1M | Buy |
96,246
+4,368
| +5% | +$1.23M | 0.21% | 97 |
|
2025
Q1 | $27.1M | Buy |
91,878
+6,395
| +7% | +$1.89M | 0.24% | 83 |
|
2024
Q4 | $24.8M | Buy |
85,483
+3,990
| +5% | +$1.16M | 0.22% | 92 |
|
2024
Q3 | $24.3M | Buy |
81,493
+107
| +0.1% | +$31.9K | 0.22% | 97 |
|
2024
Q2 | $21M | Buy |
81,386
+1,371
| +2% | +$354K | 0.22% | 93 |
|
2024
Q1 | $19.4M | Buy |
80,015
+19,185
| +32% | +$4.65M | 0.21% | 95 |
|
2023
Q4 | $16.7M | Buy |
60,830
+1,624
| +3% | +$445K | 0.23% | 91 |
|
2023
Q3 | $16.8M | Buy |
59,206
+1,119
| +2% | +$317K | 0.26% | 82 |
|
2023
Q2 | $17.4M | Buy |
58,087
+1,354
| +2% | +$406K | 0.26% | 86 |
|
2023
Q1 | $16.3M | Buy |
56,733
+4,888
| +9% | +$1.4M | 0.26% | 86 |
|
2022
Q4 | $16M | Sell |
51,845
-2,218
| -4% | -$684K | 0.27% | 89 |
|
2022
Q3 | $12.6M | Buy |
54,063
+5,513
| +11% | +$1.28M | 0.24% | 100 |
|
2022
Q2 | $11.7M | Sell |
48,550
-144
| -0.3% | -$34.6K | 0.21% | 116 |
|
2022
Q1 | $12.2M | Sell |
48,694
-4,871
| -9% | -$1.22M | 0.19% | 126 |
|
2021
Q4 | $16.3M | Buy |
53,565
+3,410
| +7% | +$1.04M | 0.25% | 92 |
|
2021
Q3 | $12.8M | Buy |
50,155
+1,702
| +4% | +$436K | 0.22% | 106 |
|
2021
Q2 | $13.9M | Buy |
48,453
+3,306
| +7% | +$951K | 0.24% | 96 |
|
2021
Q1 | $12.7M | Buy |
45,147
+4,373
| +11% | +$1.23M | 0.22% | 110 |
|
2020
Q4 | $11.1M | Buy |
40,774
+1,737
| +4% | +$475K | 0.24% | 106 |
|
2020
Q3 | $11.6M | Buy |
39,037
+73
| +0.2% | +$21.7K | 0.29% | 82 |
|
2020
Q2 | $9.41M | Buy |
38,964
+1,286
| +3% | +$311K | 0.27% | 97 |
|
2020
Q1 | $7.52M | Buy |
37,678
+569
| +2% | +$114K | 0.28% | 95 |
|
2019
Q4 | $8.72M | Sell |
37,109
-2,044
| -5% | -$480K | 0.26% | 97 |
|
2019
Q3 | $8.69M | Buy |
39,153
+1,058
| +3% | +$235K | 0.29% | 82 |
|
2019
Q2 | $8.62M | Buy |
38,095
+2,084
| +6% | +$472K | 0.32% | 75 |
|
2019
Q1 | $6.88M | Sell |
36,011
-3,148
| -8% | -$601K | 0.29% | 85 |
|
2018
Q4 | $6.27M | Buy |
39,159
+4,027
| +11% | +$644K | 0.31% | 86 |
|
2018
Q3 | $5.87M | Buy |
35,132
+7,147
| +26% | +$1.19M | 0.28% | 87 |
|
2018
Q2 | $4.36M | Sell |
27,985
-14,189
| -34% | -$2.21M | 0.26% | 93 |
|
2018
Q1 | $6.71M | Buy |
42,174
+17,179
| +69% | +$2.73M | 0.46% | 40 |
|
2017
Q4 | $4.1M | Buy |
24,995
+4,852
| +24% | +$796K | 0.31% | 80 |
|
2017
Q3 | $3.05M | Buy |
20,143
+560
| +3% | +$84.7K | 0.31% | 85 |
|
2017
Q2 | $2.8M | Buy |
19,583
+14,115
| +258% | +$2.02M | 0.31% | 84 |
|
2017
Q1 | $739K | Buy |
5,468
+2,609
| +91% | +$353K | 0.11% | 160 |
|
2016
Q4 | $411K | Buy |
+2,859
| New | +$411K | 0.19% | 119 |
|