Compass Wealth Management LLC APD Holdings History
Compass Wealth Management LLC's Air Products and Chemicals Inc Holding Summary
As of 2025-03-31, Compass Wealth Management LLC held 29,143.00 shares of Air Products and Chemicals Inc(APD), totaling $8.59 Mil. This investment constitutes 2.19% of their stock portfolio, and Compass Wealth Management LLC now holds 0.01% of the outstanding Air Products and Chemicals Inc(APD) stock.
The initial trade took place in 2022Q4. And since then Compass Wealth Management LLC has made 5 purchases of APD, at an average price of $269.24, for a total of 30,468.00 shares. In addition, there have been 4 sales at an average price of $299.27 for 1,325.00 shares. Based on historical transaction data and APD's current price of $295.15, Compass Wealth Management LLC's estimated gain on his APD holdings is $795,156.38, reflecting a 9.69% gain to date.
Compass Wealth Management LLC APD ($295.15) Holding Chart
Compass Wealth Management LLC APD ($295.15) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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