GeoWealth 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
Q2 | $353K | Buy |
1,251
+154
| +14% | +$43.5K | 0.01% | 502 |
|
|
2025
Q1 | $324K | Sell |
1,097
-297
| -21% | -$87.7K | 0.01% | 531 |
|
|
2024
Q4 | $404K | Sell |
1,394
-16
| -1% | -$4.64K | 0.01% | 526 |
|
|
2024
Q3 | $420K | Sell |
1,410
-16
| -1% | -$4.77K | 0.01% | 502 |
|
|
2024
Q2 | $368K | Buy |
1,426
+814
| +133% | +$210K | 0.02% | 518 |
|
|
2024
Q1 | $148K | Sell |
612
-249
| -29% | -$60.3K | 0.01% | 736 |
|
|
2023
Q4 | $236K | Buy |
+861
| New | +$236K | 0.02% | 466 |
|