PWA
Phoenix 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 | $2.51M | Sell |
8,883
-338
| -4% | -$95.3K | 1.05% | 29 |
|
|
2025
Q1 | $2.72M | Sell |
9,221
-144
| -2% | -$42.5K | 1.19% | 27 |
|
|
2024
Q4 | $2.72M | Sell |
9,365
-296
| -3% | -$85.9K | 1.18% | 24 |
|
|
2024
Q3 | $2.88M | Sell |
9,661
-243
| -2% | -$72.4K | 1.34% | 23 |
|
|
2024
Q2 | $2.56M | Sell |
9,904
-150
| -1% | -$38.7K | 1.28% | 25 |
|
|
2024
Q1 | $2.44M | Buy |
10,054
+5,652
| +128% | +$1.37M | 1.48% | 27 |
|
|
2023
Q4 | $1.2M | Sell |
4,402
-4,057
| -48% | -$1.11M | 0.84% | 35 |
|
|
2023
Q3 | $2.4M | Sell |
8,459
-232
| -3% | -$65.7K | 1.41% | 20 |
|
|
2023
Q2 | $2.6M | Sell |
8,691
-126
| -1% | -$37.7K | 1.52% | 17 |
|
|
2023
Q1 | $2.53M | Buy |
8,817
+5,467
| +163% | +$1.57M | 1.57% | 18 |
|
|
2022
Q4 | $1.03M | Buy |
3,350
+319
| +11% | +$98.3K | 0.62% | 36 |
|
|
2022
Q3 | $705K | Buy |
3,031
+593
| +24% | +$138K | 0.71% | 39 |
|
|
2022
Q2 | $586K | Buy |
2,438
+457
| +23% | +$110K | 0.58% | 40 |
|
|
2022
Q1 | $495K | Buy |
1,981
+567
| +40% | +$142K | 0.51% | 47 |
|
|
2021
Q4 | $430K | Buy |
1,414
+1,086
| +331% | +$330K | 0.32% | 71 |
|
|
2021
Q3 | $84K | Buy |
328
+143
| +77% | +$36.6K | 0.06% | 156 |
|
|
2021
Q2 | $53K | Sell |
185
-785
| -81% | -$225K | 0.04% | 184 |
|
|
2021
Q1 | $276K | Hold |
970
| – | – | 0.21% | 89 |
|
|
2020
Q4 | $265K | Buy |
+970
| New | +$265K | 0.2% | 84 |
|