Exencial Wealth Advisors’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 | $701K | Sell |
2,487
-123
| -5% | -$34.7K | 0.02% | 332 |
|
|
2025
Q1 | $770K | Buy |
2,610
+64
| +3% | +$18.9K | 0.03% | 318 |
|
|
2024
Q4 | $738K | Buy |
2,546
+25
| +1% | +$7.25K | 0.03% | 313 |
|
|
2024
Q3 | $751K | Sell |
2,521
-123
| -5% | -$36.6K | 0.03% | 303 |
|
|
2024
Q2 | $682K | Buy |
+2,644
| New | +$682K | 0.03% | 311 |
|
|
2022
Q1 | – | Sell |
-678
| Closed | -$206K | – | 442 |
|
|
2021
Q4 | $206K | Buy |
+678
| New | +$206K | 0.01% | 451 |
|
|
2020
Q4 | – | Sell |
-678
| Closed | -$202K | – | 368 |
|
|
2020
Q3 | $202K | Buy |
+678
| New | +$202K | 0.01% | 338 |
|