Symphony 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 | $206K | Buy |
+987
| New | +$206K | 0.03% | 247 |
|
|
2025
Q1 | – | Sell |
-3,218
| Closed | -$1.03M | – | 100 |
|
|
2024
Q4 | $1.03M | Buy |
3,218
+106
| +3% | +$33.9K | 0.16% | 100 |
|
|
2024
Q3 | $935K | Buy |
3,112
+230
| +8% | +$69.1K | 0.15% | 102 |
|
|
2024
Q2 | $758K | Buy |
2,882
+614
| +27% | +$162K | 0.14% | 111 |
|
|
2024
Q1 | $549K | Buy |
2,268
+373
| +20% | +$90.4K | 0.13% | 115 |
|
|
2023
Q4 | $494K | Buy |
+1,895
| New | +$494K | 0.11% | 134 |
|