CWS
Confluence Wealth Services’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
4,031
+3
| +0.1% | +$846 | 0.06% | 161 |
|
|
2025
Q1 | $1.07M | Sell |
4,028
-346
| -8% | -$91.6K | 0.07% | 148 |
|
|
2024
Q4 | $1.42M | Sell |
4,374
-539
| -11% | -$175K | 0.09% | 110 |
|
|
2024
Q3 | $1.46M | Sell |
4,913
-366
| -7% | -$109K | 0.11% | 98 |
|
|
2024
Q2 | $1.36M | Buy |
5,279
+275
| +5% | +$71K | 0.11% | 110 |
|
|
2024
Q1 | $1.21M | Buy |
5,004
+449
| +10% | +$109K | 0.11% | 105 |
|
|
2023
Q4 | $1.25M | Sell |
4,555
-739
| -14% | -$202K | 0.14% | 90 |
|
|
2023
Q3 | $1.5M | Buy |
5,294
+164
| +3% | +$46.5K | 0.3% | 62 |
|
|
2023
Q2 | $1.54M | Sell |
5,130
-20
| -0.4% | -$5.99K | 0.33% | 64 |
|
|
2023
Q1 | $1.48M | Buy |
5,150
+356
| +7% | +$102K | 0.34% | 62 |
|
|
2022
Q4 | $1.48M | Buy |
4,794
+186
| +4% | +$57.3K | 0.38% | 58 |
|
|
2022
Q3 | $1.07M | Sell |
4,608
-1,118
| -20% | -$260K | 0.45% | 61 |
|
|
2022
Q2 | $1.52M | Buy |
5,726
+265
| +5% | +$70.2K | 0.67% | 41 |
|
|
2022
Q1 | $1.36M | Buy |
5,461
+64
| +1% | +$16K | 0.49% | 53 |
|
|
2021
Q4 | $1.64M | Buy |
+5,397
| New | +$1.64M | 0.53% | 41 |
|