BerganKDV Wealth Management’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
2023 Q2	$1.8K	Sell	6 -59	-91%	-$16.8K	﹤0.01%	702
2023 Q1	$18.7K	Buy	65 +57	+713%	+$16.6K	﹤0.01%	525
2022 Q4	$2.47K	Sell	8 -109	-93%	-$30.7K	﹤0.01%	777
2022 Q3	$27K	Buy	117 +1	+0.9%	+$248	﹤0.01%	447
2022 Q2	$28K	Hold	116	–	–	﹤0.01%	450
2022 Q1	$29K	Hold	116	–	–	﹤0.01%	467
2021 Q4	$35K	Sell	116 -350	-75%	-$103K	﹤0.01%	469
2021 Q3	$119K	Buy	466 +350	+302%	+$96.8K	0.01%	301
2021 Q2	$33K	Hold	116	–	–	﹤0.01%	441
2021 Q1	$33K	Hold	116	–	–	﹤0.01%	419
2020 Q4	$32K	Buy	116 +110	+1,833%	+$31K	﹤0.01%	403
2020 Q3	$2K	Hold	6	–	–	﹤0.01%	677
2020 Q2	$1K	Hold	6	–	–	﹤0.01%	817
2020 Q1	$1K	Hold	6	–	–	﹤0.01%	783
2019 Q4	$1K	Buy	+6	New	+$1.35K	﹤0.01%	818