Cercano 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
2025
Q2
$29.8M Sell
105,548
-79,748
-43% -$22.5M 0.85% 29
2025
Q1
$54.6M Buy
+185,296
New +$54.6M 1.61% 21