CWS
Cypress Wealth Services’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Buy |
1,835
+31
| +2% | +$8.74K | 0.09% | 169 |
|
|
2025
Q1 | $532K | Sell |
1,804
-114
| -6% | -$33.6K | 0.11% | 148 |
|
|
2024
Q4 | $556K | Buy |
1,918
+59
| +3% | +$17.1K | 0.11% | 142 |
|
|
2024
Q3 | $554K | Buy |
1,859
+13
| +0.7% | +$3.87K | 0.11% | 142 |
|
|
2024
Q2 | $476K | Buy |
1,846
+42
| +2% | +$10.8K | 0.11% | 148 |
|
|
2024
Q1 | $437K | Sell |
1,804
-159
| -8% | -$38.5K | 0.1% | 156 |
|
|
2023
Q4 | $538K | Hold |
1,963
| – | – | 0.13% | 136 |
|
|
2023
Q3 | $556K | Buy |
1,963
+21
| +1% | +$5.95K | 0.15% | 119 |
|
|
2023
Q2 | $581K | Buy |
1,942
+458
| +31% | +$137K | 0.15% | 116 |
|
|
2023
Q1 | $426K | Buy |
1,484
+105
| +8% | +$30.2K | 0.12% | 143 |
|
|
2022
Q4 | $425K | Buy |
1,379
+56
| +4% | +$17.3K | 0.14% | 143 |
|
|
2022
Q3 | $307K | Buy |
1,323
+31
| +2% | +$7.19K | 0.1% | 167 |
|
|
2022
Q2 | $311K | Buy |
+1,292
| New | +$311K | 0.1% | 168 |
|