Congress 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
2025 Q2	$7.92M	Buy	28,092 +8,977	+47%	+$2.46M	0.08%	292
2025 Q1	$5.64M	Buy	19,115 +3,091	+19%	+$953K	0.07%	312
2024 Q4	$4.65M	Sell	16,024 -297	-2%	-$93.3K	0.06%	295
2024 Q3	$4.86M	Buy	16,321 +13,495	+478%	+$3.69M	0.06%	299
2024 Q2	$729K	Sell	2,826 -4,111	-59%	-$1.04M	0.01%	475
2024 Q1	$1.68M	Sell	6,937 -889	-11%	-$218K	0.03%	330
2023 Q4	$2.14M	Buy	7,826 +3,876	+98%	+$1.07M	0.04%	303
2023 Q3	$1.12M	Sell	3,950 -168	-4%	-$49.3K	0.02%	358
2023 Q2	$1.23M	Buy	4,118 +41	+1%	+$11.7K	0.03%	321
2023 Q1	$1.17M	Sell	4,077 -117	-3%	-$34.1K	0.03%	323
2022 Q4	$1.29M	Buy	4,194 +942	+29%	+$265K	0.03%	312
2022 Q3	$758K	Sell	3,252 -73	-2%	-$18.1K	0.02%	359
2022 Q2	$800K	Sell	3,325 -168	-5%	-$40.9K	0.02%	359
2022 Q1	$872K	Sell	3,493 -469	-12%	-$121K	0.02%	373
2021 Q4	$1.2M	Buy	+3,962	New	+$1.16M	0.02%	352