Cyndeo 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 | $344K | Sell |
1,218
-1
| -0.1% | -$282 | 0.02% | 362 |
|
|
2025
Q1 | $360K | Buy |
1,219
+1
| +0.1% | +$295 | 0.02% | 337 |
|
|
2024
Q4 | $353K | Hold |
1,218
| – | – | 0.02% | 347 |
|
|
2024
Q3 | $363K | Sell |
1,218
-528
| -30% | -$157K | 0.03% | 343 |
|
|
2024
Q2 | $451K | Buy |
1,746
+521
| +43% | +$134K | 0.04% | 294 |
|
|
2024
Q1 | $297K | Buy |
1,225
+7
| +0.6% | +$1.7K | 0.02% | 326 |
|
|
2023
Q4 | $333K | Sell |
1,218
-13
| -1% | -$3.56K | 0.03% | 295 |
|
|
2023
Q3 | $349K | Buy |
1,231
+327
| +36% | +$92.7K | 0.04% | 257 |
|
|
2023
Q2 | $271K | Sell |
904
-118
| -12% | -$35.3K | 0.03% | 280 |
|
|
2023
Q1 | $294K | Sell |
1,022
-4
| -0.4% | -$1.15K | 0.03% | 264 |
|
|
2022
Q4 | $316K | Buy |
+1,026
| New | +$316K | 0.04% | 254 |
|