United Capital Financial 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 | $6M | Buy |
21,269
+38
| +0.2% | +$10.7K | 0.05% | 255 |
|
|
2025
Q1 | $6.26M | Buy |
21,231
+12
| +0.1% | +$3.54K | 0.05% | 244 |
|
|
2024
Q4 | $6.15M | Buy |
21,219
+108
| +0.5% | +$31.3K | 0.05% | 231 |
|
|
2024
Q3 | $6.29M | Sell |
21,111
-301
| -1% | -$89.6K | 0.05% | 233 |
|
|
2024
Q2 | $5.53M | Sell |
21,412
-1,363
| -6% | -$352K | 0.05% | 246 |
|
|
2024
Q1 | $5.52M | Sell |
22,775
-7,141
| -24% | -$1.73M | 0.05% | 266 |
|
|
2023
Q4 | $8.19M | Buy |
29,916
+20,060
| +204% | +$5.49M | 0.07% | 220 |
|
|
2023
Q3 | $2.79M | Sell |
9,856
-132
| -1% | -$37.4K | 0.02% | 377 |
|
|
2023
Q2 | $2.99M | Buy |
9,988
+3,304
| +49% | +$990K | 0.02% | 389 |
|
|
2023
Q1 | $1.92M | Sell |
6,684
-21,258
| -76% | -$6.11M | 0.01% | 454 |
|
|
2022
Q4 | $8.61M | Sell |
27,942
-123
| -0.4% | -$37.9K | 0.05% | 263 |
|
|
2022
Q3 | $6.53M | Sell |
28,065
-1,172
| -4% | -$273K | 0.04% | 293 |
|
|
2022
Q2 | $7.03M | Sell |
29,237
-9,847
| -25% | -$2.37M | 0.04% | 294 |
|
|
2022
Q1 | $9.77M | Sell |
39,084
-18,678
| -32% | -$4.67M | 0.05% | 284 |
|
|
2021
Q4 | $17.6M | Sell |
57,762
-995
| -2% | -$303K | 0.08% | 215 |
|
|
2021
Q3 | $15M | Sell |
58,757
-827
| -1% | -$212K | 0.08% | 223 |
|
|
2021
Q2 | $17.1M | Buy |
59,584
+1,168
| +2% | +$336K | 0.09% | 207 |
|
|
2021
Q1 | $16.4M | Buy |
58,416
+4,053
| +7% | +$1.14M | 0.09% | 206 |
|
|
2020
Q4 | $14.9M | Buy |
54,363
+11,352
| +26% | +$3.1M | 0.09% | 210 |
|
|
2020
Q3 | $12.8M | Buy |
43,011
+15,853
| +58% | +$4.72M | 0.08% | 218 |
|
|
2020
Q2 | $6.56M | Buy |
27,158
+1,092
| +4% | +$264K | 0.05% | 311 |
|
|
2020
Q1 | $5.2M | Sell |
26,066
-5,948
| -19% | -$1.19M | 0.04% | 329 |
|
|
2019
Q4 | $7.52M | Buy |
32,014
+6,045
| +23% | +$1.42M | 0.05% | 345 |
|
|
2019
Q3 | $5.76M | Buy |
25,969
+5,824
| +29% | +$1.29M | 0.04% | 378 |
|
|
2019
Q2 | $4.56M | Buy |
20,145
+545
| +3% | +$123K | 0.03% | 439 |
|
|
2019
Q1 | $3.74M | Sell |
19,600
-821
| -4% | -$157K | 0.03% | 462 |
|
|
2018
Q4 | $3.27M | Buy |
20,421
+12,226
| +149% | +$1.96M | 0.03% | 453 |
|
|
2018
Q3 | $1.37M | Buy |
8,195
+594
| +8% | +$99.2K | 0.01% | 691 |
|
|
2018
Q2 | $1.18M | Sell |
7,601
-364
| -5% | -$56.7K | 0.01% | 724 |
|
|
2018
Q1 | $1.27M | Buy |
7,965
+1,818
| +30% | +$289K | 0.01% | 713 |
|
|
2017
Q4 | $1.01M | Buy |
6,147
+114
| +2% | +$18.7K | 0.01% | 777 |
|
|
2017
Q3 | $912K | Buy |
6,033
+339
| +6% | +$51.2K | 0.01% | 800 |
|
|
2017
Q2 | $815K | Buy |
5,694
+89
| +2% | +$12.7K | 0.01% | 818 |
|
|
2017
Q1 | $758K | Buy |
5,605
+21
| +0.4% | +$2.84K | 0.01% | 817 |
|
|
2016
Q4 | $803K | Sell |
5,584
-3,212
| -37% | -$462K | 0.01% | 803 |
|
|
2016
Q3 | $1.22M | Buy |
8,796
+3,167
| +56% | +$440K | 0.01% | 720 |
|
|
2016
Q2 | $739K | Sell |
5,629
-632
| -10% | -$83K | 0.01% | 821 |
|
|
2016
Q1 | $834K | Buy |
6,261
+726
| +13% | +$96.7K | 0.01% | 744 |
|
|
2015
Q4 | $666K | Buy |
5,535
+168
| +3% | +$20.2K | 0.01% | 812 |
|
|
2015
Q3 | $633K | Buy |
5,367
+367
| +7% | +$43.3K | 0.01% | 828 |
|
|
2015
Q2 | $633K | Buy |
5,000
+997
| +25% | +$126K | 0.01% | 839 |
|
|
2015
Q1 | $531K | Buy |
4,003
+336
| +9% | +$44.6K | 0.01% | 877 |
|
|
2014
Q4 | $489K | Sell |
3,667
-316
| -8% | -$42.1K | 0.01% | 827 |
|
|
2014
Q3 | $480K | Buy |
+3,983
| New | +$480K | 0.01% | 803 |
|
|
2014
Q2 | – | Sell |
-2,378
| Closed | -$262K | – | 787 |
|
|
2014
Q1 | $262K | Buy |
+2,378
| New | +$262K | 0.01% | 812 |
|
|
2013
Q4 | – | Sell |
-2,292
| Closed | -$226K | – | 641 |
|
|
2013
Q3 | $226K | Buy |
+2,292
| New | +$226K | 0.01% | 609 |
|