CPWA
Cerro Pacific Wealth Advisors’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $604K | Sell |
2,142
-149
| -7% | -$42K | 0.17% | 101 |
|
|
2025
Q1 | $665K | Buy |
2,291
+12
| +0.5% | +$3.48K | 0.22% | 86 |
|
|
2024
Q4 | $678K | Sell |
2,279
-4
| -0.2% | -$1.19K | 0.22% | 87 |
|
|
2024
Q3 | $589K | Hold |
2,283
| – | – | 0.22% | 90 |
|
|
2024
Q2 | $589K | Buy |
+2,283
| New | +$589K | 0.23% | 91 |
|
|
2023
Q1 | $570K | Sell |
1,985
-190
| -9% | -$54.6K | 0.32% | 80 |
|
|
2022
Q4 | $670K | Buy |
2,175
+2
| +0.1% | +$617 | 0.36% | 73 |
|
|
2022
Q3 | $506K | Buy |
2,173
+115
| +6% | +$26.8K | 0.31% | 82 |
|
|
2022
Q2 | $495K | Sell |
2,058
-284
| -12% | -$68.3K | 0.31% | 89 |
|
|
2022
Q1 | $585K | Buy |
2,342
+13
| +0.6% | +$3.25K | 0.36% | 88 |
|
|
2021
Q4 | $709K | Sell |
2,329
-205
| -8% | -$62.4K | 0.45% | 71 |
|
|
2021
Q3 | $649K | Sell |
2,534
-923
| -27% | -$236K | 0.47% | 69 |
|
|
2021
Q2 | $995K | Buy |
+3,457
| New | +$995K | 0.74% | 39 |
|
|
2020
Q4 | $1.23M | Buy |
+4,502
| New | +$1.23M | 0.73% | 38 |
|