Valeo 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 | $1.03M | Buy |
3,668
+711
| +24% | +$201K | 0.03% | 287 |
|
|
2025
Q1 | $872K | Sell |
2,957
-82
| -3% | -$24.2K | 0.02% | 285 |
|
|
2024
Q4 | $881K | Sell |
3,039
-33
| -1% | -$9.57K | 0.02% | 290 |
|
|
2024
Q3 | $915K | Sell |
3,072
-63
| -2% | -$18.8K | 0.03% | 276 |
|
|
2024
Q2 | $809K | Sell |
3,135
-192
| -6% | -$49.5K | 0.03% | 280 |
|
|
2024
Q1 | $781K | Buy |
3,327
+30
| +0.9% | +$7.04K | 0.03% | 274 |
|
|
2023
Q4 | $903K | Sell |
3,297
-590
| -15% | -$162K | 0.04% | 241 |
|
|
2023
Q3 | $1.1M | Buy |
3,887
+245
| +7% | +$69.4K | 0.05% | 191 |
|
|
2023
Q2 | $1.09M | Buy |
3,642
+483
| +15% | +$145K | 0.05% | 193 |
|
|
2023
Q1 | $907K | Buy |
3,159
+130
| +4% | +$37.3K | 0.04% | 224 |
|
|
2022
Q4 | $934K | Buy |
3,029
+396
| +15% | +$122K | 0.05% | 194 |
|
|
2022
Q3 | $613K | Buy |
2,633
+1,069
| +68% | +$249K | 0.04% | 225 |
|
|
2022
Q2 | $376K | Buy |
1,564
+632
| +68% | +$152K | 0.02% | 296 |
|
|
2022
Q1 | $233K | Buy |
932
+63
| +7% | +$15.8K | 0.01% | 483 |
|
|
2021
Q4 | $264K | Sell |
869
-25
| -3% | -$7.6K | 0.01% | 422 |
|
|
2021
Q3 | $229K | Buy |
+894
| New | +$229K | 0.01% | 441 |
|
|
2021
Q2 | – | Sell |
-654
| Closed | -$184K | – | 528 |
|
|
2021
Q1 | $184K | Sell |
654
-87
| -12% | -$24.5K | 0.01% | 451 |
|
|
2020
Q4 | $202K | Buy |
741
+30
| +4% | +$8.18K | 0.01% | 412 |
|
|
2020
Q3 | $212K | Sell |
711
-710
| -50% | -$212K | 0.02% | 307 |
|
|
2020
Q2 | $343K | Buy |
1,421
+117
| +9% | +$28.2K | 0.03% | 227 |
|
|
2020
Q1 | $286K | Buy |
1,304
+199
| +18% | +$43.6K | 0.03% | 232 |
|
|
2019
Q4 | $260K | Sell |
1,105
-18
| -2% | -$4.24K | 0.03% | 269 |
|
|
2019
Q3 | $249K | Buy |
1,123
+900
| +404% | +$200K | 0.03% | 261 |
|
|
2019
Q2 | $50K | Sell |
223
-192
| -46% | -$43K | 0.01% | 591 |
|
|
2019
Q1 | $79K | Buy |
415
+18
| +5% | +$3.43K | 0.01% | 454 |
|
|
2018
Q4 | $64K | Hold |
397
| – | – | 0.01% | 460 |
|
|
2018
Q3 | $61K | Buy |
397
+189
| +91% | +$29K | 0.01% | 507 |
|
|
2018
Q2 | $34K | Buy |
208
+11
| +6% | +$1.8K | ﹤0.01% | 624 |
|
|
2018
Q1 | $31K | Sell |
197
-153
| -44% | -$24.1K | 0.01% | 599 |
|
|
2017
Q4 | $57K | Sell |
350
-231
| -40% | -$37.6K | 0.01% | 445 |
|
|
2017
Q3 | $88K | Buy |
+581
| New | +$88K | 0.02% | 306 |
|