DWM
Diversify Wealth Management’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.59M | Buy |
15,874
+2,734
| +21% | +$791K | 0.28% | 105 |
|
|
2025
Q1 | $3.56M | Buy |
13,140
+2,650
| +25% | +$718K | 0.26% | 114 |
|
|
2024
Q4 | $3.07M | Buy |
10,490
+4,916
| +88% | +$1.44M | 0.24% | 118 |
|
|
2024
Q3 | $1.82M | Buy |
5,574
+686
| +14% | +$224K | 0.18% | 144 |
|
|
2024
Q2 | $1.36M | Buy |
+4,888
| New | +$1.36M | 0.17% | 133 |
|