YHB Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-821
| Closed | -$233K | – | 264 |
|
|
2023
Q3 | $233K | Hold |
821
| – | – | 0.02% | 253 |
|
|
2023
Q2 | $246K | Hold |
821
| – | – | 0.02% | 250 |
|
|
2023
Q1 | $236K | Hold |
821
| – | – | 0.02% | 260 |
|
|
2022
Q4 | $253K | Buy |
+821
| New | +$253K | 0.03% | 247 |
|
|
2022
Q3 | – | Sell |
-841
| Closed | -$202K | – | 281 |
|
|
2022
Q2 | $202K | Hold |
841
| – | – | 0.02% | 276 |
|
|
2022
Q1 | $210K | Sell |
841
-175
| -17% | -$43.7K | 0.02% | 289 |
|
|
2021
Q4 | $309K | Hold |
1,016
| – | – | 0.02% | 262 |
|
|
2021
Q3 | $260K | Buy |
1,016
+28
| +3% | +$7.17K | 0.02% | 266 |
|
|
2021
Q2 | $284K | Hold |
988
| – | – | 0.02% | 251 |
|
|
2021
Q1 | $284K | Hold |
988
| – | – | 0.02% | 245 |
|
|
2020
Q4 | $270K | Buy |
988
+13
| +1% | +$3.55K | 0.03% | 242 |
|
|
2020
Q3 | $290K | Sell |
975
-258
| -21% | -$76.7K | 0.03% | 217 |
|
|
2020
Q2 | $298K | Sell |
1,233
-104
| -8% | -$25.1K | 0.04% | 151 |
|
|
2020
Q1 | $267K | Sell |
1,337
-5
| -0.4% | -$999 | 0.05% | 150 |
|
|
2019
Q4 | $315K | Buy |
1,342
+165
| +14% | +$38.7K | 0.05% | 153 |
|
|
2019
Q3 | $261K | Hold |
1,177
| – | – | 0.04% | 168 |
|
|
2019
Q2 | $266K | Sell |
1,177
-2
| -0.2% | -$452 | 0.04% | 163 |
|
|
2019
Q1 | $225K | Buy |
+1,179
| New | +$225K | 0.04% | 181 |
|