Avantra Family Wealth’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
Sell
-1,171
Closed -$345K 133
2025
Q1
$345K Buy
1,171
+375
+47% +$111K 0.33% 106
2024
Q4
$231K Buy
+796
New +$231K 0.22% 138