Castleview Partners’s Air Products & Chemicals APD Stock Holding History

Castleview Partners’s Portfolio APD Stock Details APD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-191	Closed	-$54.1K	–	197
2024 Q4	$54.1K	Sell	191 -2	-1%	-$628	0.03%	332
2024 Q3	$57.5K	Sell	193 -136	-41%	-$37.2K	0.03%	313
2024 Q2	$84.9K	Sell	329 -370	-53%	-$93.8K	0.05%	256
2024 Q1	$169K	Buy	699 +46	+7%	+$11.3K	0.09%	196
2023 Q4	$179K	Buy	653 +16	+3%	+$4.4K	0.13%	144
2023 Q3	$181K	Buy	637 +4	+0.6%	+$1.17K	0.17%	124
2023 Q2	$190K	Hold	633	–	–	0.17%	118
2023 Q1	$182K	Buy	+633	New	+$185K	0.16%	136
2022 Q4	–	Sell	-777	Closed	-$181K	–	648
2022 Q3	$181K	Buy	777 +456	+142%	+$113K	0.17%	127
2022 Q2	$67.1K	Sell	321 -983	-75%	-$239K	0.05%	260
2022 Q1	$325K	Sell	1,304 -196,711	-99%	-$50.5M	0.2%	105
2021 Q4	$650	Buy	+198,015	New	+$58.1M	0.01%	464
2021 Q2	$235K	Buy	+816	New	+$240K	0.1%	202

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return