Cerro Pacific Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$604K Sell
2025
Q1
$665K Buy
2024
Q4
$678K Sell
2024
Q3
$589K Hold
2024
Q2
$589K Buy
2023
Q1
$570K Sell
2022
Q4
$670K Buy
2022
Q3
$506K Buy
2022
Q2
$495K Sell
2022
Q1
$585K Buy
2021
Q4
$709K Sell
2021
Q3
$649K Sell
2021
Q2
$995K Buy
2020
Q4
$1.23M Buy