Concurrent Investment Advisors’s Air Products & Chemicals APD Stock Holding History

Concurrent Investment Advisors’s Portfolio APD Stock Details APD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.92M	Sell
2025 Q2	$4.19M	Buy
2025 Q1	$4.3M	Sell
2024 Q4	$4.61M	Buy
2024 Q3	$4.56M	Sell
2024 Q2	$4.41M	Buy
2024 Q1	$2.94M	Sell
2023 Q4	$3.73M	Buy