CM Wealth Advisors’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 | $556K | Hold |
1,972
| – | – | 0.16% | 48 |
|
|
2025
Q1 | $582K | Sell |
1,972
-200
| -9% | -$59K | 0.19% | 51 |
|
|
2024
Q4 | $630K | Hold |
2,172
| – | – | 0.21% | 46 |
|
|
2024
Q3 | $647K | Hold |
2,172
| – | – | 0.21% | 47 |
|
|
2024
Q2 | $560K | Sell |
2,172
-331
| -13% | -$85.4K | 0.27% | 38 |
|
|
2024
Q1 | $627K | Buy |
2,503
+489
| +24% | +$122K | 0.18% | 62 |
|
|
2023
Q4 | $555K | Hold |
2,014
| – | – | 0.24% | 40 |
|
|
2023
Q3 | $541K | Sell |
2,014
-331
| -14% | -$88.8K | 0.21% | 42 |
|
|
2023
Q2 | $716K | Buy |
+2,345
| New | +$716K | 0.23% | 46 |
|
|
2023
Q1 | – | Sell |
-2,014
| Closed | -$624K | – | 416 |
|
|
2022
Q4 | $624K | Hold |
2,014
| – | – | 0.32% | 33 |
|
|
2022
Q3 | $472M | Hold |
2,014
| – | – | 0.26% | 40 |
|
|
2022
Q2 | $488K | Buy |
+2,014
| New | +$488K | 0.3% | 41 |
|