Core Wealth Partners’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 | $212K | Hold |
752
| – | – | 0.11% | 159 |
|
|
2025
Q1 | $222K | Hold |
752
| – | – | 0.13% | 156 |
|
|
2024
Q4 | $218K | Hold |
752
| – | – | 0.13% | 155 |
|
|
2024
Q3 | $224K | Buy |
+752
| New | +$224K | 0.14% | 149 |
|
|
2024
Q2 | – | Sell |
-1,122
| Closed | -$272K | – | 148 |
|
|
2024
Q1 | $272K | Sell |
1,122
-1,400
| -56% | -$339K | 0.21% | 102 |
|
|
2023
Q4 | $691K | Buy |
2,522
+8
| +0.3% | +$2.19K | 0.57% | 40 |
|
|
2023
Q3 | $712K | Buy |
2,514
+3
| +0.1% | +$850 | 0.65% | 36 |
|
|
2023
Q2 | $752K | Buy |
2,511
+2
| +0.1% | +$599 | 0.69% | 36 |
|
|
2023
Q1 | $721K | Sell |
2,509
-8,040
| -76% | -$2.31M | 0.72% | 34 |
|
|
2022
Q4 | $1.43M | Buy |
+10,549
| New | +$1.43M | 1.61% | 16 |
|