Stokes Family Office’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,213
| Closed | -$313K | – | 228 |
|
|
2024
Q2 | $313K | Buy |
1,213
+40
| +3% | +$10.3K | 0.04% | 185 |
|
|
2024
Q1 | $284K | Buy |
+1,173
| New | +$284K | 0.04% | 188 |
|
|
2023
Q4 | – | Sell |
-2,741
| Closed | -$777K | – | 232 |
|
|
2023
Q3 | $777K | Sell |
2,741
-8
| -0.3% | -$2.27K | 0.09% | 148 |
|
|
2023
Q2 | $823K | Buy |
2,749
+152
| +6% | +$45.5K | 0.1% | 138 |
|
|
2023
Q1 | $746K | Buy |
2,597
+426
| +20% | +$122K | 0.09% | 137 |
|
|
2022
Q4 | $669K | Buy |
2,171
+531
| +32% | +$164K | 0.09% | 137 |
|
|
2022
Q3 | $382K | Sell |
1,640
-343
| -17% | -$79.9K | 0.05% | 182 |
|
|
2022
Q2 | $477K | Buy |
+1,983
| New | +$477K | 0.07% | 166 |
|
|
2022
Q1 | – | Sell |
-974
| Closed | -$296K | – | 262 |
|
|
2021
Q4 | $296K | Buy |
+974
| New | +$296K | 0.04% | 196 |
|