Atria Wealth Solutions’s Air Products & Chemicals APD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.5M	Sell	8,854 -4,030	-31%	-$1.1M	0.06%	360
2025 Q1	$3.8M	Sell	12,884 -4,181	-25%	-$1.29M	0.05%	417
2024 Q4	$4.95M	Sell	17,065 -3,204	-16%	-$1.01M	0.05%	351
2024 Q3	$6.03M	Sell	20,269 -1,966	-9%	-$538K	0.07%	299
2024 Q2	$5.74M	Buy	22,235 +676	+3%	+$171K	0.06%	308
2024 Q1	$5.24M	Buy	21,559 +1,135	+6%	+$278K	0.06%	329
2023 Q4	$5.61M	Buy	20,424 +928	+5%	+$255K	0.07%	284
2023 Q3	$5.54M	Buy	19,496 +1,048	+6%	+$307K	0.08%	264
2023 Q2	$5.53M	Sell	18,448 -1,896	-9%	-$540K	0.08%	258
2023 Q1	$5.85M	Sell	20,344 -894	-4%	-$261K	0.09%	229
2022 Q4	$6.56M	Buy	21,238 +357	+2%	+$101K	0.11%	206
2022 Q3	$4.87M	Sell	20,881 -12,897	-38%	-$3.19M	0.08%	237
2022 Q2	$7.1M	Buy	33,778 +17,323	+105%	+$4.21M	0.14%	165
2022 Q1	$4.12M	Buy	+16,455	New	+$4.23M	0.07%	293