Circle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $793K | Sell |
2,811
-167
| -6% | -$47.1K | 0.02% | 135 |
|
|
2025
Q1 | $878K | Hold |
2,978
| – | – | 0.02% | 120 |
|
|
2024
Q4 | $864K | Buy |
2,978
+14
| +0.5% | +$4.06K | 0.02% | 127 |
|
|
2024
Q3 | $883K | Sell |
2,964
-255
| -8% | -$75.9K | 0.02% | 126 |
|
|
2024
Q2 | $831K | Sell |
3,219
-200
| -6% | -$51.6K | 0.02% | 112 |
|
|
2024
Q1 | $828K | Buy |
3,419
+292
| +9% | +$70.7K | 0.02% | 110 |
|
|
2023
Q4 | $856K | Buy |
3,127
+1,054
| +51% | +$289K | 0.02% | 98 |
|
|
2023
Q3 | $587K | Buy |
2,073
+119
| +6% | +$33.7K | 0.01% | 123 |
|
|
2023
Q2 | $585K | Sell |
1,954
-4
| -0.2% | -$1.2K | 0.08% | 92 |
|
|
2023
Q1 | $562K | Sell |
1,958
-450
| -19% | -$129K | 0.08% | 88 |
|
|
2022
Q4 | $742K | Buy |
2,408
+14
| +0.6% | +$4.32K | 0.11% | 65 |
|
|
2022
Q3 | $557K | Sell |
2,394
-14
| -0.6% | -$3.26K | 0.09% | 83 |
|
|
2022
Q2 | $579K | Hold |
2,408
| – | – | 0.09% | 87 |
|
|
2022
Q1 | $602K | Sell |
2,408
-10
| -0.4% | -$2.5K | 0.08% | 112 |
|
|
2021
Q4 | $736K | Buy |
2,418
+49
| +2% | +$14.9K | 0.1% | 93 |
|
|
2021
Q3 | $607K | Buy |
2,369
+1
| +0% | +$256 | 0.09% | 101 |
|
|
2021
Q2 | $681K | Buy |
2,368
+329
| +16% | +$94.6K | 0.1% | 105 |
|
|
2021
Q1 | $574K | Sell |
2,039
-114
| -5% | -$32.1K | 0.09% | 97 |
|
|
2020
Q4 | $588K | Buy |
2,153
+419
| +24% | +$114K | 0.08% | 133 |
|
|
2020
Q3 | $516K | Buy |
1,734
+345
| +25% | +$103K | 0.09% | 109 |
|
|
2020
Q2 | $335K | Buy |
+1,389
| New | +$335K | 0.06% | 142 |
|