Centerpoint Advisors’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
2026 Q1	$714K	Hold	2,459	–	–	0.23%	43
2025 Q4	$607K	Hold	2,459	–	–	0.19%	49
2025 Q3	$671K	Hold	2,459	–	–	0.21%	48
2025 Q2	$694K	Hold	2,459	–	–	0.24%	42
2025 Q1	$725K	Sell	2,459 -62	-2%	-$19.1K	0.27%	40
2024 Q4	$731K	Sell	2,521 -241	-9%	-$75.7K	0.26%	41
2024 Q3	$822K	Sell	2,762 -124	-4%	-$33.9K	0.29%	41
2024 Q2	$745K	Buy	2,886 +62	+2%	+$15.7K	0.27%	41
2024 Q1	$684K	Sell	2,824 -86	-3%	-$21.1K	0.26%	41
2023 Q4	$797K	Sell	2,910 -145	-5%	-$39.9K	0.31%	39
2023 Q3	$866K	Hold	3,055	–	–	0.37%	36
2023 Q2	$915K	Hold	3,055	–	–	0.37%	33
2023 Q1	$877K	Sell	3,055 -15	-0.5%	-$4.38K	0.38%	36
2022 Q4	$946K	Buy	3,070 +124	+4%	+$34.9K	0.44%	30
2022 Q3	$686K	Sell	2,946 -45	-2%	-$11.1K	0.36%	33
2022 Q2	$719K	Hold	2,991	–	–	0.37%	33
2022 Q1	$747K	Sell	2,991 -21	-0.7%	-$5.4K	0.34%	33
2021 Q4	$916K	Hold	3,012	–	–	0.4%	33
2021 Q3	$771K	Hold	3,012	–	–	0.37%	33
2021 Q2	$866K	Buy	3,012 +1,500	+99%	+$440K	0.41%	30
2021 Q1	$425K	Hold	1,512	–	–	0.25%	32
2020 Q4	$413K	Hold	1,512	–	–	0.27%	31
2020 Q3	$450K	Hold	1,512	–	–	0.34%	30
2020 Q2	$365K	Hold	1,512	–	–	0.3%	34
2020 Q1	$302K	Sell	1,512 -400	-21%	-$91.2K	0.3%	29
2019 Q4	$449K	Sell	1,912 -173	-8%	-$39K	0.33%	28
2019 Q3	$463K	Hold	2,085	–	–	0.37%	27
2019 Q2	$472K	Hold	2,085	–	–	0.38%	26
2019 Q1	$398K	Hold	2,085	–	–	0.34%	29
2018 Q4	$334K	Sell	2,085 -53	-2%	-$8.4K	0.32%	28
2018 Q3	$357K	Hold	2,138	–	–	0.28%	27
2018 Q2	$333K	Hold	2,138	–	–	0.28%	26
2018 Q1	$340K	Buy	2,138 +415	+24%	+$68.4K	0.3%	25
2017 Q4	$283K	Buy	+1,723	New	+$274K	0.25%	25