Exencial Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

Exencial Wealth 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	$693K	Buy
2025 Q2	$701K	Sell
2025 Q1	$770K	Buy
2024 Q4	$738K	Buy
2024 Q3	$751K	Sell
2024 Q2	$682K	Buy
2022 Q1	–	Sell
2021 Q4	$206K	Buy
2020 Q4	–	Sell
2020 Q3	$202K	Buy