Great Diamond Partners’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
2024 Q1	–	Sell	-846	Closed	-$232K	–	222
2023 Q4	$232K	Buy	846 +100	+13%	+$27.5K	0.06%	209
2023 Q3	$211K	Sell	746 -93	-11%	-$27.3K	0.06%	214
2023 Q2	$251K	Sell	839 -4	-0.5%	-$1.14K	0.07%	195
2023 Q1	$242K	Sell	843 -91	-10%	-$26.6K	0.07%	195
2022 Q4	$288K	Sell	934 -3	-0.3%	-$845	0.09%	165
2022 Q3	$218K	Sell	937 -5	-0.5%	-$1.24K	0.07%	187
2022 Q2	$226K	Sell	942 -339	-26%	-$82.4K	0.08%	194
2022 Q1	$320K	Sell	1,281 -5,270	-80%	-$1.35M	0.09%	168
2021 Q4	$1.99M	Sell	6,551 -1,678	-20%	-$493K	0.51%	53
2021 Q3	$2.11M	Buy	8,229 +14	+0.2%	+$3.87K	0.58%	49
2021 Q2	$2.36M	Sell	8,215 -48	-0.6%	-$14.1K	0.67%	45
2021 Q1	$2.32M	Buy	8,263 +84	+1%	+$22.8K	0.72%	43
2020 Q4	$2.23M	Sell	8,179 -410	-5%	-$115K	0.71%	41
2020 Q3	$2.56M	Buy	8,589 +1,713	+25%	+$493K	0.94%	30
2020 Q2	$1.66M	Buy	6,876 +5,104	+288%	+$1.17M	0.69%	39
2020 Q1	$353K	Buy	1,772 +199	+13%	+$45.4K	0.18%	82
2019 Q4	$369K	Buy	+1,573	New	+$355K	0.14%	92