Univest 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 |
-770
| Closed | -$227K | – | 268 |
|
|
2025
Q1 | $227K | Sell |
770
-431
| -36% | -$127K | 0.01% | 254 |
|
|
2024
Q4 | $348K | Sell |
1,201
-200
| -14% | -$58K | 0.02% | 229 |
|
|
2024
Q3 | $417K | Buy |
1,401
+424
| +43% | +$126K | 0.03% | 210 |
|
|
2024
Q2 | $252K | Hold |
977
| – | – | 0.07% | 117 |
|
|
2024
Q1 | $237K | Buy |
977
+84
| +9% | +$20.4K | 0.07% | 119 |
|
|
2023
Q4 | $245K | Sell |
893
-21
| -2% | -$5.75K | 0.07% | 109 |
|
|
2023
Q3 | $259K | Buy |
914
+3
| +0.3% | +$850 | 0.09% | 92 |
|
|
2023
Q2 | $273K | Buy |
911
+56
| +7% | +$16.8K | 0.08% | 89 |
|
|
2023
Q1 | $246K | Sell |
855
-71
| -8% | -$20.4K | 0.08% | 85 |
|
|
2022
Q4 | $285K | Sell |
926
-222
| -19% | -$68.4K | 0.09% | 86 |
|
|
2022
Q3 | $267K | Sell |
1,148
-129
| -10% | -$30K | 0.09% | 85 |
|
|
2022
Q2 | $307K | Sell |
1,277
-161
| -11% | -$38.7K | 0.1% | 79 |
|
|
2022
Q1 | $359K | Sell |
1,438
-7,436
| -84% | -$1.86M | 0.1% | 78 |
|
|
2021
Q4 | $2.7M | Sell |
8,874
-152
| -2% | -$46.2K | 0.69% | 45 |
|
|
2021
Q3 | $2.31M | Buy |
9,026
+188
| +2% | +$48.2K | 0.65% | 43 |
|
|
2021
Q2 | $2.54M | Sell |
8,838
-378
| -4% | -$109K | 0.7% | 43 |
|
|
2021
Q1 | $2.59M | Sell |
9,216
-3,260
| -26% | -$917K | 0.73% | 43 |
|
|
2020
Q4 | $3.41M | Sell |
12,476
-154
| -1% | -$42.1K | 0.99% | 40 |
|
|
2020
Q3 | $3.76M | Sell |
12,630
-821
| -6% | -$245K | 1.19% | 33 |
|
|
2020
Q2 | $3.25M | Sell |
13,451
-29
| -0.2% | -$7K | 1.07% | 39 |
|
|
2020
Q1 | $2.69M | Sell |
13,480
-4,246
| -24% | -$848K | 1.07% | 36 |
|
|
2019
Q4 | $2.55M | Buy |
17,726
+4,561
| +35% | +$656K | 1.08% | 51 |
|
|
2019
Q3 | $2.92M | Sell |
13,165
-484
| -4% | -$107K | 0.94% | 41 |
|
|
2019
Q2 | $3.09M | Sell |
13,649
-323
| -2% | -$73.1K | 0.98% | 42 |
|
|
2019
Q1 | $2.67M | Sell |
13,972
-1,064
| -7% | -$203K | 0.87% | 43 |
|
|
2018
Q4 | $2.41M | Sell |
15,036
-2,813
| -16% | -$450K | 0.89% | 36 |
|
|
2018
Q3 | $2.98M | Sell |
17,849
-311
| -2% | -$52K | 0.91% | 44 |
|
|
2018
Q2 | $2.83M | Sell |
18,160
-685
| -4% | -$107K | 1.13% | 42 |
|
|
2018
Q1 | $3M | Sell |
18,845
-373
| -2% | -$59.3K | 1.3% | 39 |
|
|
2017
Q4 | $3.15M | Buy |
19,218
+22
| +0.1% | +$3.61K | 1.27% | 41 |
|
|
2017
Q3 | $2.9M | Buy |
19,196
+1,002
| +6% | +$152K | 1.23% | 40 |
|
|
2017
Q2 | $2.6M | Buy |
18,194
+82
| +0.5% | +$11.7K | 1.1% | 46 |
|
|
2017
Q1 | $2.45M | Buy |
18,112
+386
| +2% | +$52.2K | 1.07% | 48 |
|
|
2016
Q4 | $2.55M | Sell |
17,726
-1,219
| -6% | -$175K | 1.08% | 51 |
|
|
2016
Q3 | $2.64M | Buy |
18,945
+358
| +2% | +$49.8K | 1.19% | 46 |
|
|
2016
Q2 | $2.44M | Sell |
18,587
-267
| -1% | -$35.1K | 1.11% | 50 |
|
|
2016
Q1 | $2.51M | Sell |
18,854
-625
| -3% | -$83.3K | 1.14% | 46 |
|
|
2015
Q4 | $2.34M | Buy |
19,479
+204
| +1% | +$24.5K | 1.07% | 48 |
|
|
2015
Q3 | $2.28M | Sell |
19,275
-2,611
| -12% | -$308K | 1.11% | 47 |
|
|
2015
Q2 | $2.77M | Sell |
21,886
-251
| -1% | -$31.8K | 1.27% | 42 |
|
|
2015
Q1 | $3.1M | Sell |
22,137
-1,980
| -8% | -$277K | 1.39% | 39 |
|
|
2014
Q4 | $3.22M | Buy |
24,117
+404
| +2% | +$53.9K | 1.41% | 34 |
|
|
2014
Q3 | $2.86M | Sell |
23,713
-778
| -3% | -$93.7K | 1.34% | 40 |
|
|
2014
Q2 | $2.91M | Buy |
24,491
+863
| +4% | +$103K | 1.37% | 42 |
|
|
2014
Q1 | $2.6M | Buy |
23,628
+4,994
| +27% | +$550K | 1.3% | 50 |
|
|
2013
Q4 | $1.93M | Sell |
18,634
-1,970
| -10% | -$204K | 0.95% | 52 |
|
|
2013
Q3 | $2.03M | Sell |
20,604
-964
| -4% | -$95K | 1.08% | 51 |
|
|
2013
Q2 | $1.83M | Buy |
+21,568
| New | +$1.83M | 1% | 53 |
|