Cornerstone 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
2026 Q1	$759K	Sell	2,614 -80	-3%	-$22.1K	0.04%	357
2025 Q4	$665K	Sell	2,694 -100	-4%	-$25.3K	0.03%	359
2025 Q3	$762K	Sell	2,794 -120	-4%	-$34.7K	0.04%	331
2025 Q2	$822K	Buy	2,914 +253	+10%	+$69.2K	0.05%	306
2025 Q1	$785K	Buy	2,661 +103	+4%	+$31.8K	0.05%	290
2024 Q4	$742K	Buy	2,558 +89	+4%	+$27.9K	0.05%	284
2024 Q3	$735K	Buy	2,469 +4	+0.2%	+$1.09K	0.05%	267
2024 Q2	$636K	Buy	2,465 +260	+12%	+$65.9K	0.05%	279
2024 Q1	$534K	Buy	2,205 +115	+6%	+$28.2K	0.04%	323
2023 Q4	$572K	Buy	2,090 +173	+9%	+$47.6K	0.05%	291
2023 Q3	$543K	Buy	1,917 +48	+3%	+$14.1K	0.05%	284
2023 Q2	$560K	Buy	1,869 +63	+3%	+$17.9K	0.05%	282
2023 Q1	$519K	Buy	+1,806	New	+$527K	0.05%	279
2018 Q4	–	Sell	-13,288	Closed	-$87K	–	372
2018 Q3	$87K	Buy	13,288 +2,559	+24%	+$417K	﹤0.01%	1272
2018 Q2	$69K	Buy	+10,729	New	+$1.75M	﹤0.01%	1421
2017 Q1	–	Sell	-2,133	Closed	-$306K	–	342
2016 Q4	$306K	Sell	2,133 -171	-7%	-$23.9K	0.1%	208
2016 Q3	$293K	Buy	+2,304	New	+$319K	0.11%	198