Westover Capital 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 | – | Sell |
-704
| Closed | -$208K | – | 225 |
|
|
2025
Q1 | $208K | Sell |
704
-16
| -2% | -$4.72K | 0.05% | 227 |
|
|
2024
Q4 | $209K | Hold |
720
| – | – | 0.05% | 229 |
|
|
2024
Q3 | $214K | Buy |
+720
| New | +$214K | 0.04% | 233 |
|
|
2024
Q1 | – | Sell |
-3,825
| Closed | -$1.05M | – | 188 |
|
|
2023
Q4 | $1.05M | Sell |
3,825
-2,095
| -35% | -$574K | 0.34% | 74 |
|
|
2023
Q3 | $1.68M | Sell |
5,920
-349
| -6% | -$98.9K | 0.61% | 46 |
|
|
2023
Q2 | $1.88M | Buy |
6,269
+1,485
| +31% | +$445K | 0.65% | 42 |
|
|
2023
Q1 | $1.37M | Sell |
4,784
-82
| -2% | -$23.6K | 0.51% | 58 |
|
|
2022
Q4 | $1.5M | Sell |
4,866
-412
| -8% | -$127K | 0.59% | 51 |
|
|
2022
Q3 | $1.23M | Sell |
5,278
-153
| -3% | -$35.6K | 0.47% | 59 |
|
|
2022
Q2 | $1.31M | Buy |
5,431
+2,985
| +122% | +$718K | 0.48% | 56 |
|
|
2022
Q1 | $611K | Sell |
2,446
-7,734
| -76% | -$1.93M | 0.19% | 98 |
|
|
2021
Q4 | $3.1M | Buy |
10,180
+939
| +10% | +$286K | 0.9% | 32 |
|
|
2021
Q3 | $2.37M | Buy |
9,241
+7,195
| +352% | +$1.84M | 0.74% | 40 |
|
|
2021
Q2 | $589K | Sell |
2,046
-10
| -0.5% | -$2.88K | 0.19% | 93 |
|
|
2021
Q1 | $578K | Sell |
2,056
-263
| -11% | -$73.9K | 0.2% | 95 |
|
|
2020
Q4 | $634K | Sell |
2,319
-53
| -2% | -$14.5K | 0.23% | 87 |
|
|
2020
Q3 | $707K | Sell |
2,372
-174
| -7% | -$51.9K | 0.29% | 78 |
|
|
2020
Q2 | $615K | Sell |
2,546
-1,075
| -30% | -$260K | 0.29% | 77 |
|
|
2020
Q1 | $723K | Sell |
3,621
-102
| -3% | -$20.4K | 0.39% | 61 |
|
|
2019
Q4 | $875K | Sell |
3,723
-278
| -7% | -$65.3K | 0.39% | 61 |
|
|
2019
Q3 | $888K | Sell |
4,001
-4,386
| -52% | -$973K | 0.42% | 60 |
|
|
2019
Q2 | $1.9M | Sell |
8,387
-14
| -0.2% | -$3.17K | 0.94% | 39 |
|
|
2019
Q1 | $1.6M | Sell |
8,401
-164
| -2% | -$31.3K | 0.83% | 43 |
|
|
2018
Q4 | $1.37M | Buy |
+8,565
| New | +$1.37M | 0.86% | 40 |
|