Crestwood Advisors Group’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 | $328K | Sell |
1,164
-161
| -12% | -$45.4K | 0.01% | 420 |
|
|
2025
Q1 | $391K | Buy |
1,325
+231
| +21% | +$68.1K | 0.01% | 376 |
|
|
2024
Q4 | $317K | Buy |
1,094
+323
| +42% | +$93.7K | 0.01% | 373 |
|
|
2024
Q3 | $230K | Buy |
+771
| New | +$230K | ﹤0.01% | 406 |
|
|
2024
Q2 | – | Sell |
-1,012
| Closed | -$245K | – | 427 |
|
|
2024
Q1 | $245K | Sell |
1,012
-5,745
| -85% | -$1.39M | 0.01% | 381 |
|
|
2023
Q4 | $1.85M | Sell |
6,757
-1,266
| -16% | -$347K | 0.04% | 166 |
|
|
2023
Q3 | $2.27M | Buy |
+8,023
| New | +$2.27M | 0.06% | 148 |
|
|
2020
Q4 | – | Sell |
-707
| Closed | -$211K | – | 268 |
|
|
2020
Q3 | $211K | Buy |
+707
| New | +$211K | 0.01% | 224 |
|