Collective Family Office’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 Q3	–	Sell	-787	Closed	-$222K	–	161
2025 Q2	$222K	Sell	787 -46	-6%	-$12.6K	0.06%	152
2025 Q1	$246K	Sell	833 -87	-9%	-$26.8K	0.07%	148
2024 Q4	$267K	Sell	920 -23	-2%	-$7.22K	0.07%	146
2024 Q3	$281K	Sell	943 -155	-14%	-$42.4K	0.08%	154
2024 Q2	$283K	Sell	1,098 -126	-10%	-$32K	0.08%	149
2024 Q1	$297K	Buy	1,224 +88	+8%	+$21.6K	0.1%	144
2023 Q4	$311K	Sell	1,136 -29	-2%	-$7.97K	0.11%	131
2023 Q3	$330K	Sell	1,165 -86	-7%	-$25.2K	0.13%	122
2023 Q2	$375K	Sell	1,251 -24	-2%	-$6.83K	0.15%	125
2023 Q1	$366K	Buy	1,275 +18	+1%	+$5.25K	0.15%	118
2022 Q4	$387K	Sell	1,257 -55	-4%	-$15.5K	0.17%	111
2022 Q3	$305K	Sell	1,312 -763	-37%	-$189K	0.15%	131
2022 Q2	$499K	Sell	2,075 -47	-2%	-$11.4K	0.22%	105
2022 Q1	$530K	Sell	2,122 -75	-3%	-$19.3K	0.2%	115
2021 Q4	$668K	Sell	2,197 -18	-0.8%	-$5.29K	0.26%	94
2021 Q3	$567K	Sell	2,215 -62	-3%	-$17.1K	0.24%	93
2021 Q2	$655K	Hold	2,277	–	–	0.28%	89
2021 Q1	$641K	Buy	2,277 +1,048	+85%	+$285K	0.31%	85
2020 Q4	$336K	Buy	+1,229	New	+$346K	0.19%	125