Summit Wealth Partners’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 | $389K | Hold |
1,380
| – | – | 0.07% | 153 |
|
|
2025
Q1 | $407K | Hold |
1,380
| – | – | 0.08% | 144 |
|
|
2024
Q4 | $400K | Hold |
1,380
| – | – | 0.08% | 141 |
|
|
2024
Q3 | $411K | Sell |
1,380
-195
| -12% | -$58.1K | 0.08% | 157 |
|
|
2024
Q2 | $406K | Hold |
1,575
| – | – | 0.08% | 151 |
|
|
2024
Q1 | $382K | Hold |
1,575
| – | – | 0.08% | 146 |
|
|
2023
Q4 | $431K | Hold |
1,575
| – | – | 0.1% | 131 |
|
|
2023
Q3 | $446K | Hold |
1,575
| – | – | 0.11% | 118 |
|
|
2023
Q2 | $472K | Sell |
1,575
-44
| -3% | -$13.2K | 0.12% | 109 |
|
|
2023
Q1 | $465K | Hold |
1,619
| – | – | 0.12% | 110 |
|
|
2022
Q4 | $499K | Hold |
1,619
| – | – | 0.13% | 108 |
|
|
2022
Q3 | $377K | Buy |
1,619
+44
| +3% | +$10.2K | 0.11% | 111 |
|
|
2022
Q2 | $379K | Buy |
1,575
+75
| +5% | +$18K | 0.1% | 106 |
|
|
2022
Q1 | $375K | Hold |
1,500
| – | – | 0.08% | 114 |
|
|
2021
Q4 | $456K | Hold |
1,500
| – | – | 0.1% | 101 |
|
|
2021
Q3 | $384K | Hold |
1,500
| – | – | 0.09% | 104 |
|
|
2021
Q2 | $432K | Hold |
1,500
| – | – | 0.1% | 100 |
|
|
2021
Q1 | $422K | Hold |
1,500
| – | – | 0.11% | 98 |
|
|
2020
Q4 | $410K | Hold |
1,500
| – | – | 0.11% | 97 |
|
|
2020
Q3 | $447K | Hold |
1,500
| – | – | 0.13% | 93 |
|
|
2020
Q2 | $362K | Hold |
1,500
| – | – | 0.12% | 101 |
|
|
2020
Q1 | $299K | Hold |
1,500
| – | – | 0.12% | 86 |
|
|
2019
Q4 | $352K | Buy |
+1,500
| New | +$352K | 0.12% | 82 |
|