CWM
Compass Wealth Management’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.49M | Buy |
30,107
+964
| +3% | +$272K | 2.02% | 6 |
|
|
2025
Q1 | $8.59M | Sell |
29,143
-376
| -1% | -$111K | 2.19% | 4 |
|
|
2024
Q4 | $8.56M | Sell |
29,519
-420
| -1% | -$122K | 2.06% | 4 |
|
|
2024
Q3 | $8.91M | Sell |
29,939
-334
| -1% | -$99.4K | 2.1% | 6 |
|
|
2024
Q2 | $7.81M | Buy |
30,273
+338
| +1% | +$87.2K | 1.93% | 7 |
|
|
2024
Q1 | $7.25M | Buy |
29,935
+9,478
| +46% | +$2.3M | 1.82% | 6 |
|
|
2023
Q4 | $5.6M | Buy |
20,457
+4,447
| +28% | +$1.22M | 1.56% | 15 |
|
|
2023
Q3 | $4.54M | Sell |
16,010
-195
| -1% | -$55.3K | 1.42% | 17 |
|
|
2023
Q2 | $4.85M | Buy |
16,205
+545
| +3% | +$163K | 1.47% | 16 |
|
|
2023
Q1 | $4.5M | Buy |
15,660
+426
| +3% | +$122K | 1.43% | 18 |
|
|
2022
Q4 | $4.7M | Buy |
+15,234
| New | +$4.7M | 1.54% | 11 |
|