HWA
Heartwood Wealth Advisors’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Sell |
796
-4
| -0.5% | -$1.13K | 0.02% | 178 |
|
|
2025
Q1 | $236K | Hold |
800
| – | – | 0.03% | 164 |
|
|
2024
Q4 | $232K | Hold |
800
| – | – | 0.03% | 154 |
|
|
2024
Q3 | $238K | Sell |
800
-471
| -37% | -$140K | 0.03% | 156 |
|
|
2024
Q2 | $328K | Buy |
+1,271
| New | +$328K | 0.04% | 126 |
|
|
2024
Q1 | – | Sell |
-798
| Closed | -$218K | – | 158 |
|
|
2023
Q4 | $218K | Sell |
798
-235
| -23% | -$64.3K | 0.03% | 133 |
|
|
2023
Q3 | $293K | Hold |
1,033
| – | – | 0.04% | 105 |
|
|
2023
Q2 | $309K | Hold |
1,033
| – | – | 0.04% | 108 |
|
|
2023
Q1 | $297K | Buy |
+1,033
| New | +$297K | 0.04% | 100 |
|