Trek 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 | – | Sell |
-10,255
| Closed | -$3.02M | – | 418 |
|
|
2025
Q1 | $3.02M | Buy |
10,255
+9,472
| +1,210% | +$2.79M | 0.22% | 108 |
|
|
2024
Q4 | $227K | Buy |
783
+77
| +11% | +$22.3K | 0.02% | 378 |
|
|
2024
Q3 | $210K | Buy |
+706
| New | +$210K | 0.02% | 369 |
|
|
2024
Q2 | – | Sell |
-975
| Closed | -$236K | – | 393 |
|
|
2024
Q1 | $236K | Buy |
975
+49
| +5% | +$11.9K | 0.02% | 350 |
|
|
2023
Q4 | $254K | Sell |
926
-40
| -4% | -$11K | 0.02% | 263 |
|
|
2023
Q3 | $274K | Sell |
966
-599
| -38% | -$170K | 0.03% | 232 |
|
|
2023
Q2 | $469K | Sell |
1,565
-24
| -2% | -$7.19K | 0.04% | 176 |
|
|
2023
Q1 | $456K | Buy |
+1,589
| New | +$456K | 0.04% | 173 |
|