U.S. Capital Wealth Advisors’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 | $1.89M | Buy |
6,684
+3,510
| +111% | +$990K | 0.06% | 311 |
|
2025
Q1 | $936K | Buy |
3,174
+696
| +28% | +$205K | 0.03% | 441 |
|
2024
Q4 | $719K | Buy |
2,478
+58
| +2% | +$16.8K | 0.02% | 484 |
|
2024
Q3 | $720K | Sell |
2,420
-634
| -21% | -$189K | 0.03% | 404 |
|
2024
Q2 | $788K | Sell |
3,054
-103
| -3% | -$26.6K | 0.03% | 376 |
|
2024
Q1 | $765K | Sell |
3,157
-182
| -5% | -$44.1K | 0.03% | 391 |
|
2023
Q4 | $914K | Sell |
3,339
-75
| -2% | -$20.5K | 0.04% | 345 |
|
2023
Q3 | $967K | Sell |
3,414
-4,701
| -58% | -$1.33M | 0.04% | 321 |
|
2023
Q2 | $2.43M | Sell |
8,115
-653
| -7% | -$196K | 0.12% | 179 |
|
2023
Q1 | $2.52M | Sell |
8,768
-246
| -3% | -$70.7K | 0.12% | 171 |
|
2022
Q4 | $2.78M | Sell |
9,014
-132
| -1% | -$40.7K | 0.13% | 158 |
|
2022
Q3 | $2.13M | Sell |
9,146
-941
| -9% | -$219K | 0.11% | 176 |
|
2022
Q2 | $2.43M | Buy |
10,087
+218
| +2% | +$52.4K | 0.11% | 187 |
|
2022
Q1 | $2.47M | Buy |
9,869
+1,609
| +19% | +$402K | 0.09% | 208 |
|
2021
Q4 | $2.51M | Buy |
8,260
+115
| +1% | +$35K | 0.1% | 220 |
|
2021
Q3 | $2.09M | Buy |
+8,145
| New | +$2.09M | 0.09% | 237 |
|