Summit Financial’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
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|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $911K | Buy |
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|
2024
Q3 | $896K | Buy |
|
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|
2024
Q2 | $742K | Buy |
|
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|
2024
Q1 | $581K | Buy |
|
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|
2023
Q4 | $559K | Sell |
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|
2023
Q3 | $622K | Buy |
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|
2023
Q2 | $655K | Buy |
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|
2023
Q1 | $204K | Sell |
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|
2022
Q4 | $250K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $216K | Buy |
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