ERTS Wealth 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
2025 Q2	–	Sell	-939	Closed	-$277K	–	33
2025 Q1	$277K	Sell	939 -34	-3%	-$10.5K	0.05%	68
2024 Q4	$282K	Sell	973 -127	-12%	-$39.9K	0.05%	72
2024 Q3	$328K	Sell	1,100 -107	-9%	-$29.3K	0.06%	70
2024 Q2	$311K	Sell	1,207 -6	-0.5%	-$1.52K	0.06%	70
2024 Q1	$294K	Buy	1,213 +3	+0.2%	+$735	0.06%	75
2023 Q4	$331K	Buy	1,210 +58	+5%	+$15.9K	0.07%	63
2023 Q3	$326K	Buy	1,152 +18	+2%	+$5.28K	0.08%	60
2023 Q2	$340K	Buy	1,134 +7	+0.6%	+$1.99K	0.08%	62
2023 Q1	$324K	Sell	1,127 -55	-5%	-$16.1K	0.08%	68
2022 Q4	$364K	Sell	1,182 -8	-0.7%	-$2.25K	0.09%	68
2022 Q3	$277K	Buy	1,190 +88	+8%	+$21.8K	0.08%	71
2022 Q2	$265K	Buy	+1,102	New	+$268K	0.08%	74