Carson Wealth (CWM LLC)’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 | $2.1M | Buy |
7,461
+639
| +9% | +$180K | 0.01% | 930 |
|
|
2025
Q1 | $2.01M | Buy |
6,822
+54
| +0.8% | +$15.9K | 0.01% | 832 |
|
|
2024
Q4 | $1.96M | Buy |
6,768
+195
| +3% | +$56.6K | 0.01% | 787 |
|
|
2024
Q3 | $1.96M | Sell |
6,573
-825
| -11% | -$246K | 0.01% | 708 |
|
|
2024
Q2 | $1.91M | Buy |
7,398
+273
| +4% | +$70.4K | 0.01% | 658 |
|
|
2024
Q1 | $1.73M | Buy |
7,125
+1,136
| +19% | +$275K | 0.01% | 666 |
|
|
2023
Q4 | $1.64M | Sell |
5,989
-425
| -7% | -$116K | 0.01% | 623 |
|
|
2023
Q3 | $1.82M | Buy |
6,414
+397
| +7% | +$113K | 0.01% | 566 |
|
|
2023
Q2 | $1.8M | Sell |
6,017
-23
| -0.4% | -$6.89K | 0.01% | 540 |
|
|
2023
Q1 | $1.74M | Buy |
6,040
+2,567
| +74% | +$737K | 0.01% | 504 |
|
|
2022
Q4 | $1.07M | Buy |
3,473
+238
| +7% | +$73.4K | 0.01% | 594 |
|
|
2022
Q3 | $753K | Buy |
3,235
+373
| +13% | +$86.8K | 0.01% | 626 |
|
|
2022
Q2 | $688K | Buy |
2,862
+1,360
| +91% | +$327K | 0.01% | 658 |
|
|
2022
Q1 | $375K | Buy |
1,502
+487
| +48% | +$122K | ﹤0.01% | 808 |
|
|
2021
Q4 | $309K | Buy |
+1,015
| New | +$309K | ﹤0.01% | 856 |
|
|
2021
Q2 | $192K | Hold |
668
| – | – | ﹤0.01% | 916 |
|
|
2021
Q1 | $192K | Hold |
668
| – | – | ﹤0.01% | 916 |
|
|
2020
Q4 | $192K | Hold |
668
| – | – | ﹤0.01% | 916 |
|
|
2020
Q3 | $192K | Hold |
668
| – | – | ﹤0.01% | 916 |
|
|
2020
Q2 | $192K | Hold |
668
| – | – | ﹤0.01% | 916 |
|
|
2020
Q1 | $192K | Hold |
668
| – | – | ﹤0.01% | 916 |
|
|
2019
Q4 | $192K | Hold |
668
| – | – | ﹤0.01% | 916 |
|
|
2019
Q3 | $192K | Hold |
668
| – | – | ﹤0.01% | 916 |
|
|
2019
Q2 | $192K | Hold |
668
| – | – | ﹤0.01% | 916 |
|
|
2019
Q1 | $192K | Buy |
+668
| New | +$192K | ﹤0.01% | 916 |
|
|
2018
Q4 | – | Sell |
-36
| Closed | -$6K | – | 2076 |
|
|
2018
Q3 | $6K | Sell |
36
-514
| -93% | -$85.7K | ﹤0.01% | 1275 |
|
|
2018
Q2 | $86K | Hold |
550
| – | – | ﹤0.01% | 538 |
|
|
2018
Q1 | $87K | Hold |
550
| – | – | ﹤0.01% | 462 |
|
|
2017
Q4 | $90K | Sell |
550
-28
| -5% | -$4.58K | ﹤0.01% | 439 |
|
|
2017
Q3 | $87K | Buy |
578
+14
| +2% | +$2.11K | ﹤0.01% | 429 |
|
|
2017
Q2 | $81K | Buy |
564
+14
| +3% | +$2.01K | ﹤0.01% | 404 |
|
|
2017
Q1 | $74K | Sell |
550
-21
| -4% | -$2.83K | ﹤0.01% | 389 |
|
|
2016
Q4 | $82K | Sell |
571
-58
| -9% | -$8.33K | 0.01% | 377 |
|
|
2016
Q3 | $87K | Hold |
629
| – | – | 0.01% | 351 |
|
|
2016
Q2 | $83K | Hold |
629
| – | – | 0.01% | 323 |
|
|
2016
Q1 | $84K | Hold |
629
| – | – | 0.01% | 296 |
|
|
2015
Q4 | $76K | Hold |
629
| – | – | 0.01% | 280 |
|
|
2015
Q3 | $74K | Buy |
+629
| New | +$74K | 0.01% | 257 |
|
|
2014
Q1 | – | Sell |
-850
| Closed | -$88K | – | 160 |
|
|
2013
Q4 | $88K | Buy |
850
+2
| +0.2% | +$207 | 0.01% | 199 |
|
|
2013
Q3 | $84K | Buy |
+848
| New | +$84K | 0.02% | 159 |
|