Pine Harbor Wealth Management’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
Q2 | $291K | Buy |
1,031
+1
| +0.1% | +$282 | 0.1% | 79 |
|
|
2025
Q1 | $304K | Sell |
1,030
-215
| -17% | -$63.4K | 0.12% | 67 |
|
|
2024
Q4 | $361K | Buy |
1,245
+3
| +0.2% | +$871 | 0.15% | 62 |
|
|
2024
Q3 | $370K | Buy |
1,242
+4
| +0.3% | +$1.19K | 0.18% | 67 |
|
|
2024
Q2 | $319K | Buy |
1,238
+106
| +9% | +$27.4K | 0.19% | 68 |
|
|
2024
Q1 | $274K | Sell |
1,132
-7
| -0.6% | -$1.7K | 0.17% | 73 |
|
|
2023
Q4 | $312K | Buy |
+1,139
| New | +$312K | 0.24% | 69 |
|