Summit Financial’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 | $1.23M | Buy |
4,373
+329
| +8% | +$92.8K | 0.03% | 373 |
|
|
2025
Q1 | $1.19M | Buy |
4,044
+903
| +29% | +$266K | 0.03% | 339 |
|
|
2024
Q4 | $911K | Buy |
3,141
+132
| +4% | +$38.3K | 0.03% | 333 |
|
|
2024
Q3 | $896K | Buy |
3,009
+134
| +5% | +$39.9K | 0.04% | 280 |
|
|
2024
Q2 | $742K | Buy |
2,875
+491
| +21% | +$127K | 0.03% | 269 |
|
|
2024
Q1 | $581K | Buy |
2,384
+354
| +17% | +$86.3K | 0.03% | 234 |
|
|
2023
Q4 | $559K | Sell |
2,030
-151
| -7% | -$41.6K | 0.04% | 232 |
|
|
2023
Q3 | $622K | Buy |
2,181
+8
| +0.4% | +$2.28K | 0.05% | 215 |
|
|
2023
Q2 | $655K | Buy |
2,173
+1,468
| +208% | +$442K | 0.05% | 199 |
|
|
2023
Q1 | $204K | Sell |
705
-105
| -13% | -$30.3K | 0.02% | 247 |
|
|
2022
Q4 | $250K | Buy |
+810
| New | +$250K | 0.02% | 218 |
|
|
2022
Q1 | – | Sell |
-707
| Closed | -$216K | – | 248 |
|
|
2021
Q4 | $216K | Buy |
+707
| New | +$216K | 0.02% | 233 |
|