Dakota 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
Q1 | – | Sell |
-740
| Closed | -$215K | – | 750 |
|
|
2024
Q4 | $215K | Buy |
+740
| New | +$215K | ﹤0.01% | 693 |
|
|
2024
Q1 | – | Sell |
-879
| Closed | -$241K | – | 724 |
|
|
2023
Q4 | $241K | Buy |
+879
| New | +$241K | 0.01% | 560 |
|
|
2023
Q3 | – | Sell |
-928
| Closed | -$278K | – | 654 |
|
|
2023
Q2 | $278K | Buy |
928
+1
| +0.1% | +$299 | 0.01% | 498 |
|
|
2023
Q1 | $266K | Buy |
+927
| New | +$266K | 0.02% | 490 |
|