CWS Financial Advisors’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 | $223K | Sell |
791
-6
| -0.8% | -$1.69K | 0.06% | 128 |
|
|
2025
Q1 | $235K | Hold |
797
| – | – | 0.07% | 122 |
|
|
2024
Q4 | $231K | Hold |
797
| – | – | 0.07% | 118 |
|
|
2024
Q3 | $237K | Buy |
+797
| New | +$237K | 0.08% | 105 |
|
|
2024
Q1 | – | Sell |
-1,224
| Closed | -$335K | – | 108 |
|
|
2023
Q4 | $335K | Sell |
1,224
-172
| -12% | -$47.1K | 0.13% | 113 |
|
|
2023
Q3 | $396K | Sell |
1,396
-79
| -5% | -$22.4K | 0.16% | 101 |
|
|
2023
Q2 | $442K | Hold |
1,475
| – | – | 0.17% | 95 |
|
|
2023
Q1 | $424K | Sell |
1,475
-66
| -4% | -$19K | 0.17% | 96 |
|
|
2022
Q4 | $434K | Sell |
1,541
-38
| -2% | -$10.7K | 0.19% | 84 |
|
|
2022
Q3 | $367K | Buy |
1,579
+5
| +0.3% | +$1.16K | 0.18% | 94 |
|
|
2022
Q2 | $379K | Buy |
1,574
+8
| +0.5% | +$1.93K | 0.17% | 94 |
|
|
2022
Q1 | $391K | Sell |
1,566
-18
| -1% | -$4.49K | 0.15% | 99 |
|
|
2021
Q4 | $482K | Buy |
+1,584
| New | +$482K | 0.17% | 92 |
|
|
2021
Q2 | $452K | Buy |
1,571
+30
| +2% | +$8.63K | 0.18% | 85 |
|
|
2021
Q1 | $434K | Buy |
1,541
+19
| +1% | +$5.35K | 0.19% | 84 |
|
|
2020
Q4 | $416K | Sell |
1,522
-6
| -0.4% | -$1.64K | 0.24% | 78 |
|
|
2020
Q3 | $455K | Sell |
1,528
-11
| -0.7% | -$3.28K | 0.3% | 68 |
|
|
2020
Q2 | $372K | Buy |
1,539
+630
| +69% | +$152K | 0.27% | 78 |
|
|
2020
Q1 | $214K | Hold |
909
| – | – | 0.16% | 114 |
|
|
2019
Q4 | $214K | Buy |
+909
| New | +$214K | 0.16% | 114 |
|