CIA
Concurrent Investment Advisors’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.19M | Buy |
14,843
+251
| +2% | +$70.8K | 0.08% | 257 |
|
|
2025
Q1 | $4.3M | Sell |
14,592
-1,310
| -8% | -$386K | 0.1% | 212 |
|
|
2024
Q4 | $4.61M | Buy |
15,902
+603
| +4% | +$175K | 0.12% | 168 |
|
|
2024
Q3 | $4.56M | Sell |
15,299
-1,810
| -11% | -$539K | 0.13% | 161 |
|
|
2024
Q2 | $4.41M | Buy |
17,109
+4,956
| +41% | +$1.28M | 0.15% | 152 |
|
|
2024
Q1 | $2.94M | Sell |
12,153
-1,488
| -11% | -$360K | 0.12% | 180 |
|
|
2023
Q4 | $3.73M | Buy |
+13,641
| New | +$3.73M | 0.18% | 139 |
|