Fiduciary Planning’s Air Products & Chemicals APD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$905K	Hold	3,209	–	–	0.3%	38
2025 Q1	$946K	Hold	3,209	–	–	0.31%	37
2024 Q4	$931K	Buy	3,209 +5	+0.2%	+$1.45K	0.3%	39
2024 Q3	$954K	Buy	3,204 +4	+0.1%	+$1.19K	0.32%	35
2024 Q2	$826K	Hold	3,200	–	–	0.3%	35
2024 Q1	$775K	Sell	3,200 -10	-0.3%	-$2.42K	0.29%	34
2023 Q4	$879K	Hold	3,210	–	–	0.37%	28
2023 Q3	$910K	Buy	3,210 +10	+0.3%	+$2.83K	0.43%	36
2023 Q2	$958K	Hold	3,200	–	–	0.44%	29
2023 Q1	$919K	Hold	3,200	–	–	0.44%	28
2022 Q4	$986K	Hold	3,200	–	–	0.48%	26
2022 Q3	$745K	Hold	3,200	–	–	0.38%	25
2022 Q2	$770K	Hold	3,200	–	–	0.38%	27
2022 Q1	$800K	Hold	3,200	–	–	0.44%	27
2021 Q4	$974K	Hold	3,200	–	–	0.55%	18
2021 Q3	$820K	Hold	3,200	–	–	0.44%	33
2021 Q2	$921K	Hold	3,200	–	–	0.8%	33
2021 Q1	$900K	Hold	3,200	–	–	1.36%	23
2020 Q4	$874K	Hold	3,200	–	–	1.23%	32
2020 Q3	$953K	Hold	3,200	–	–	1.57%	27
2020 Q2	$917K	Hold	3,200	–	–	2.02%	22
2020 Q1	$639K	Sell	3,200 -5	-0.2%	-$998	1.2%	24
2019 Q4	$758K	Buy	+3,205	New	+$758K	0.7%	25