Cassady Schiller Wealth Management’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $41.2K | Buy |
142
+11
| +8% | +$3.19K | 0.02% | 220 |
|
|
2024
Q3 | $39K | Hold |
131
| – | – | 0.01% | 223 |
|
|
2024
Q2 | $33.8K | Hold |
131
| – | – | 0.01% | 229 |
|
|
2024
Q1 | $31.7K | Hold |
131
| – | – | 0.01% | 242 |
|
|
2023
Q4 | $35.9K | Hold |
131
| – | – | 0.02% | 226 |
|
|
2023
Q3 | $37.1K | Hold |
131
| – | – | 0.02% | 217 |
|
|
2023
Q2 | $39.2K | Hold |
131
| – | – | 0.02% | 215 |
|
|
2023
Q1 | $37.6K | Sell |
131
-14
| -10% | -$4.02K | 0.02% | 221 |
|
|
2022
Q4 | $44.7K | Buy |
+145
| New | +$44.7K | 0.03% | 203 |
|
|
2022
Q1 | – | Sell |
-136
| Closed | -$41K | – | 140 |
|
|
2021
Q4 | $41K | Buy |
+136
| New | +$41K | 0.02% | 215 |
|