Pacific Capital 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
Q1 | – | Sell |
-11
| Closed | -$3.19K | – | 106 |
|
|
2024
Q4 | $3.19K | Sell |
11
-11
| -50% | -$3.19K | ﹤0.01% | 328 |
|
|
2024
Q3 | $6.55K | Buy |
22
+11
| +100% | +$3.28K | ﹤0.01% | 335 |
|
|
2024
Q2 | $2.84K | Hold |
11
| – | – | ﹤0.01% | 422 |
|
|
2024
Q1 | $2.67K | Hold |
11
| – | – | ﹤0.01% | 403 |
|
|
2023
Q4 | $3.01K | Buy |
+11
| New | +$3.01K | ﹤0.01% | 272 |
|