Claro Advisors’s Air Products & Chemicals APD Stock Holding History

Claro Advisors’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 Q2	–	Sell	-2,419	Closed	-$713K	–	381
2025 Q1	$713K	Sell	2,419 -190	-7%	-$58.6K	0.1%	193
2024 Q4	$757K	Sell	2,609 -480	-16%	-$151K	0.1%	185
2024 Q3	$920K	Sell	3,089 -277	-8%	-$75.8K	0.12%	167
2024 Q2	$869K	Buy	3,366 +99	+3%	+$25.1K	0.14%	155
2024 Q1	$791K	Buy	3,267 +401	+14%	+$98.3K	0.14%	171
2023 Q4	$785K	Sell	2,866 -74	-3%	-$20.3K	0.17%	135
2023 Q3	$833K	Buy	2,940 +131	+5%	+$38.4K	0.21%	115
2023 Q2	$841K	Buy	2,809 +391	+16%	+$111K	0.21%	116
2023 Q1	$694K	Buy	2,418 +191	+9%	+$55.7K	0.2%	123
2022 Q4	$687K	Buy	2,227 +794	+55%	+$224K	0.22%	109
2022 Q3	$345K	Hold	1,433	–	–	0.14%	171
2022 Q2	$345K	Buy	1,433 +731	+104%	+$178K	0.14%	171
2022 Q1	$214K	Hold	702	–	–	0.08%	254
2021 Q4	$214K	Buy	+702	New	+$206K	0.08%	254
2019 Q1	–	Sell	-395	Closed	-$66K	–	192
2018 Q4	$66K	Buy	+395	New	+$62.6K	0.05%	294

Other funds holding APD

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

State Farm Mutual Automobile Insurance

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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