Venturi Wealth Management’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 | $346K | Sell |
1,225
-988
| -45% | -$279K | 0.02% | 391 |
|
|
2025
Q1 | $653K | Buy |
2,213
+28
| +1% | +$8.26K | 0.03% | 274 |
|
|
2024
Q4 | $634K | Buy |
2,185
+10
| +0.5% | +$2.9K | 0.03% | 291 |
|
|
2024
Q3 | $648K | Sell |
2,175
-1
| -0% | -$298 | 0.03% | 249 |
|
|
2024
Q2 | $562K | Buy |
2,176
+1,519
| +231% | +$392K | 0.03% | 260 |
|
|
2024
Q1 | $159K | Sell |
657
-3
| -0.5% | -$727 | 0.01% | 370 |
|
|
2023
Q4 | $181K | Buy |
660
+5
| +0.8% | +$1.37K | 0.01% | 359 |
|
|
2023
Q3 | $186K | Hold |
655
| – | – | 0.01% | 337 |
|
|
2023
Q2 | $196K | Hold |
655
| – | – | 0.02% | 302 |
|
|
2023
Q1 | $188K | Hold |
655
| – | – | 0.02% | 329 |
|
|
2022
Q4 | $202K | Buy |
+655
| New | +$202K | 0.02% | 321 |
|
|
2020
Q4 | – | Sell |
-2,911
| Closed | -$867K | – | 307 |
|
|
2020
Q3 | $867K | Buy |
2,911
+10
| +0.3% | +$2.98K | 0.1% | 143 |
|
|
2020
Q2 | $701K | Buy |
2,901
+1,077
| +59% | +$260K | 0.09% | 136 |
|
|
2020
Q1 | $364K | Buy |
1,824
+118
| +7% | +$23.5K | 0.06% | 150 |
|
|
2019
Q4 | $401K | Sell |
1,706
-80
| -4% | -$18.8K | 0.05% | 172 |
|
|
2019
Q3 | $396K | Sell |
1,786
-38
| -2% | -$8.43K | 0.05% | 159 |
|
|
2019
Q2 | $413K | Sell |
1,824
-47
| -3% | -$10.6K | 0.06% | 160 |
|
|
2019
Q1 | $358K | Sell |
1,871
-204
| -10% | -$39K | 0.05% | 187 |
|
|
2018
Q4 | $322K | Buy |
+2,075
| New | +$322K | 0.05% | 196 |
|