Heritage Wealth Management (Ohio)’s Air Products & Chemicals APD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.04M	Sell	3,682 -325	-8%	-$91.7K	0.34%	77
2025 Q1	$1.18M	Buy	4,007 +81	+2%	+$23.9K	0.4%	65
2024 Q4	$1.14M	Sell	3,926 -10	-0.3%	-$2.9K	0.38%	69
2024 Q3	$1.17M	Sell	3,936 -209	-5%	-$62.2K	0.38%	69
2024 Q2	$1.05M	Buy	+4,145	New	+$1.05M	0.35%	75