CWM
Calamos Wealth Management’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-811
| Closed | -$235K | – | 328 |
|
|
2024
Q4 | $235K | Buy |
811
+14
| +2% | +$4.06K | 0.01% | 273 |
|
|
2024
Q3 | $237K | Buy |
797
+16
| +2% | +$4.76K | 0.01% | 277 |
|
|
2024
Q2 | $202K | Buy |
+781
| New | +$202K | 0.01% | 276 |
|
|
2024
Q1 | – | Sell |
-788
| Closed | -$216K | – | 310 |
|
|
2023
Q4 | $216K | Sell |
788
-465
| -37% | -$127K | 0.01% | 274 |
|
|
2023
Q3 | $355K | Hold |
1,253
| – | – | 0.03% | 233 |
|
|
2023
Q2 | $375K | Buy |
1,253
+8
| +0.6% | +$2.4K | 0.03% | 224 |
|
|
2023
Q1 | $358K | Hold |
1,245
| – | – | 0.03% | 237 |
|
|
2022
Q4 | $384K | Hold |
1,245
| – | – | 0.03% | 226 |
|
|
2022
Q3 | $290K | Hold |
1,245
| – | – | 0.02% | 250 |
|
|
2022
Q2 | $299K | Sell |
1,245
-48
| -4% | -$11.5K | 0.03% | 261 |
|
|
2022
Q1 | $323K | Buy |
1,293
+34
| +3% | +$8.49K | 0.02% | 277 |
|
|
2021
Q4 | $383K | Sell |
1,259
-37
| -3% | -$11.3K | 0.03% | 264 |
|
|
2021
Q3 | $332K | Hold |
1,296
| – | – | 0.03% | 269 |
|
|
2021
Q2 | $373K | Buy |
1,296
+521
| +67% | +$150K | 0.03% | 254 |
|
|
2021
Q1 | $218K | Sell |
775
-235
| -23% | -$66.1K | 0.02% | 284 |
|
|
2020
Q4 | $276K | Sell |
1,010
-47
| -4% | -$12.8K | 0.03% | 257 |
|
|
2020
Q3 | $315K | Sell |
1,057
-15,720
| -94% | -$4.68M | 0.04% | 225 |
|
|
2020
Q2 | $4.05M | Sell |
16,777
-1,913
| -10% | -$462K | 0.51% | 58 |
|
|
2020
Q1 | $3.73M | Buy |
18,690
+172
| +0.9% | +$34.3K | 0.57% | 50 |
|
|
2019
Q4 | $4.35M | Sell |
18,518
-2,316
| -11% | -$544K | 0.51% | 59 |
|
|
2019
Q3 | $4.62M | Sell |
20,834
-13,021
| -38% | -$2.89M | 0.62% | 46 |
|
|
2019
Q2 | $7.66M | Buy |
33,855
+312
| +0.9% | +$70.6K | 1.03% | 20 |
|
|
2019
Q1 | $6.41M | Buy |
33,543
+9,029
| +37% | +$1.72M | 0.91% | 26 |
|
|
2018
Q4 | $3.92M | Buy |
24,514
+6,612
| +37% | +$1.06M | 0.59% | 45 |
|
|
2018
Q3 | $2.99M | Sell |
17,902
-1,455
| -8% | -$243K | 0.37% | 66 |
|
|
2018
Q2 | $3.01M | Buy |
+19,357
| New | +$3.01M | 0.38% | 68 |
|