CM 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 | $556K | Hold |
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|
2025
Q1 | $582K | Sell |
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|
2024
Q4 | $630K | Hold |
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|
2024
Q3 | $647K | Hold |
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|
2024
Q2 | $560K | Sell |
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|
2024
Q1 | $627K | Buy |
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|
2023
Q4 | $555K | Hold |
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|
2023
Q3 | $541K | Sell |
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|
2023
Q2 | $716K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $624K | Hold |
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|
2022
Q3 | $472M | Hold |
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|
2022
Q2 | $488K | Buy |
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