Ilex Capital Partners’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	–	Sell	-450,808	Closed	-$133M	–	160
2025 Q1	$133M	Buy	450,808 +221,826	+97%	+$65.4M	5.44%	4
2024 Q4	$66.4M	Buy	+228,982	New	+$66.4M	4.25%	7