Elevation 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 | $41.5K | Hold |
147
| – | – | 0.02% | 253 |
|
|
2025
Q1 | $43.4K | Hold |
147
| – | – | 0.02% | 246 |
|
|
2024
Q4 | $42.6K | Buy |
147
+10
| +7% | +$2.9K | 0.02% | 246 |
|
|
2024
Q3 | $40.8K | Hold |
137
| – | – | 0.02% | 238 |
|
|
2024
Q2 | $35.4K | Hold |
137
| – | – | 0.02% | 246 |
|
|
2024
Q1 | $33.2K | Sell |
137
-150
| -52% | -$36.3K | 0.02% | 258 |
|
|
2023
Q4 | $81.3K | Hold |
287
| – | – | 0.05% | 171 |
|
|
2023
Q3 | $81.3K | Hold |
287
| – | – | 0.07% | 112 |
|
|
2023
Q2 | $86K | Sell |
287
-67
| -19% | -$20.1K | 0.07% | 112 |
|
|
2023
Q1 | $102K | Buy |
+354
| New | +$102K | 0.09% | 102 |
|