Back to APD
Compass Wealth Management LLC → APD
Compass Wealth Management LLC APD Position History
Air Products and Chemicals, Inc. • Basic Materials
Quarters held
5
Latest value
$7.7M
Q3 2026
Peak value
$8.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.1M |
| Q4 2025 | $7.3M |
| Q1 2026 | $8.5M |
| Q2 2026 | $8.3M |
| Q3 2026 | $7.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.7M | 27.5K | — | — |
| Q2 2026 | $8.3M | 28.2K | — | — |
| Q1 2026 | $8.5M | 29.4K | — | — |
| Q4 2025 | $7.3M | 29.6K | — | — |
| Q3 2025 | $8.1M | 29.9K | — | — |