Wealth Alliance’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 | $812K | Sell |
2,878
-64
| -2% | -$18.1K | 0.09% | 202 |
|
|
2025
Q1 | $868K | Buy |
2,942
+257
| +10% | +$75.8K | 0.11% | 178 |
|
|
2024
Q4 | $779K | Sell |
2,685
-124
| -4% | -$36K | 0.09% | 196 |
|
|
2024
Q3 | $836K | Buy |
2,809
+43
| +2% | +$12.8K | 0.1% | 188 |
|
|
2024
Q2 | $714K | Sell |
2,766
-1,107
| -29% | -$286K | 0.09% | 195 |
|
|
2024
Q1 | $938K | Buy |
3,873
+128
| +3% | +$31K | 0.12% | 169 |
|
|
2023
Q4 | $1.03M | Buy |
3,745
+4
| +0.1% | +$1.1K | 0.14% | 139 |
|
|
2023
Q3 | $1.06M | Buy |
3,741
+45
| +1% | +$12.8K | 0.17% | 124 |
|
|
2023
Q2 | $1.11M | Buy |
3,696
+184
| +5% | +$55.1K | 0.17% | 130 |
|
|
2023
Q1 | $1.01M | Sell |
3,512
-35
| -1% | -$10.1K | 0.16% | 134 |
|
|
2022
Q4 | $1.09M | Buy |
3,547
+357
| +11% | +$110K | 0.19% | 123 |
|
|
2022
Q3 | $742K | Buy |
3,190
+136
| +4% | +$31.6K | 0.15% | 150 |
|
|
2022
Q2 | $734K | Buy |
3,054
+344
| +13% | +$82.7K | 0.14% | 159 |
|
|
2022
Q1 | $677K | Buy |
2,710
+128
| +5% | +$32K | 0.14% | 160 |
|
|
2021
Q4 | $786K | Buy |
2,582
+368
| +17% | +$112K | 0.16% | 149 |
|
|
2021
Q3 | $567K | Sell |
2,214
-39
| -2% | -$9.99K | 0.13% | 179 |
|
|
2021
Q2 | $648K | Buy |
2,253
+400
| +22% | +$115K | 0.15% | 154 |
|
|
2021
Q1 | $521K | Sell |
1,853
-6
| -0.3% | -$1.69K | 0.15% | 165 |
|
|
2020
Q4 | $508K | Buy |
1,859
+27
| +1% | +$7.38K | 0.15% | 169 |
|
|
2020
Q3 | $546K | Sell |
1,832
-51
| -3% | -$15.2K | 0.2% | 132 |
|
|
2020
Q2 | $455K | Buy |
1,883
+593
| +46% | +$143K | 0.18% | 139 |
|
|
2020
Q1 | $258K | Buy |
+1,290
| New | +$258K | 0.14% | 184 |
|