MSWM
Mowery & Schoenfeld Wealth Management’s Air Products & Chemicals APD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Hold |
375
| – | – | 0.16% | 73 |
|
|
2025
Q1 | $111K | Buy |
375
+2
| +0.5% | +$590 | 0.22% | 75 |
|
|
2024
Q4 | $108K | Buy |
+373
| New | +$108K | 0.21% | 66 |
|
|
2024
Q3 | – | Sell |
-76
| Closed | -$19.6K | – | 235 |
|
|
2024
Q2 | $19.6K | Buy |
+76
| New | +$19.6K | 0.03% | 143 |
|