Heartwood Wealth Advisors’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $220K | Buy |
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|
2025
Q2 | $225K | Sell |
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|
2025
Q1 | $236K | Hold |
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|
2024
Q4 | $232K | Hold |
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|
2024
Q3 | $238K | Sell |
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|
2024
Q2 | $328K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $218K | Sell |
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|
2023
Q3 | $293K | Hold |
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|
2023
Q2 | $309K | Hold |
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|
2023
Q1 | $297K | Buy |
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