Cornerstone Wealth Management’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 | $822K | Buy |
2,914
+253
| +10% | +$71.4K | 0.05% | 306 |
|
2025
Q1 | $785K | Buy |
2,661
+103
| +4% | +$30.4K | 0.05% | 290 |
|
2024
Q4 | $742K | Buy |
2,558
+89
| +4% | +$25.8K | 0.05% | 284 |
|
2024
Q3 | $735K | Buy |
2,469
+4
| +0.2% | +$1.19K | 0.05% | 267 |
|
2024
Q2 | $636K | Buy |
2,465
+260
| +12% | +$67.1K | 0.05% | 279 |
|
2024
Q1 | $534K | Buy |
2,205
+115
| +6% | +$27.9K | 0.04% | 323 |
|
2023
Q4 | $572K | Buy |
2,090
+173
| +9% | +$47.4K | 0.05% | 291 |
|
2023
Q3 | $543K | Buy |
1,917
+48
| +3% | +$13.6K | 0.05% | 284 |
|
2023
Q2 | $560K | Buy |
1,869
+63
| +3% | +$18.9K | 0.05% | 282 |
|
2023
Q1 | $519K | Buy |
+1,806
| New | +$519K | 0.05% | 279 |
|
2018
Q4 | – | Sell |
-13,288
| Closed | -$87K | – | 372 |
|
2018
Q3 | $87K | Buy |
13,288
+2,559
| +24% | +$16.8K | ﹤0.01% | 1272 |
|
2018
Q2 | $69K | Buy |
+10,729
| New | +$69K | ﹤0.01% | 1421 |
|
2017
Q1 | – | Sell |
-2,133
| Closed | -$306K | – | 342 |
|
2016
Q4 | $306K | Sell |
2,133
-171
| -7% | -$24.5K | 0.1% | 208 |
|
2016
Q3 | $293K | Buy |
+2,304
| New | +$293K | 0.11% | 198 |
|