Daymark 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 | $1.59M | Buy |
5,642
+2,950
| +110% | +$832K | 0.06% | 204 |
|
|
2025
Q1 | $794K | Buy |
2,692
+439
| +19% | +$129K | 0.03% | 274 |
|
|
2024
Q4 | $654K | Buy |
2,253
+128
| +6% | +$37.1K | 0.03% | 291 |
|
|
2024
Q3 | $633K | Sell |
2,125
-149
| -7% | -$44.4K | 0.03% | 302 |
|
|
2024
Q2 | $587K | Sell |
2,274
-1,727
| -43% | -$446K | 0.03% | 303 |
|
|
2024
Q1 | $969K | Buy |
4,001
+98
| +3% | +$23.7K | 0.05% | 202 |
|
|
2023
Q4 | $1.07M | Sell |
3,903
-1,774
| -31% | -$486K | 0.07% | 180 |
|
|
2023
Q3 | $1.61M | Sell |
5,677
-60
| -1% | -$17K | 0.11% | 133 |
|
|
2023
Q2 | $1.72M | Buy |
5,737
+202
| +4% | +$60.5K | 0.13% | 128 |
|
|
2023
Q1 | $1.59M | Buy |
5,535
+1,420
| +35% | +$408K | 0.21% | 92 |
|
|
2022
Q4 | $1.27M | Buy |
+4,115
| New | +$1.27M | 0.22% | 80 |
|