Intellectus 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
2025 Q3	–	Sell	-1,675	Closed	-$472K	–	279
2025 Q2	$472K	Buy	1,675 +4	+0.2%	+$1.09K	0.1%	203
2025 Q1	$493K	Buy	1,671 +3	+0.2%	+$925	0.12%	185
2024 Q4	$484K	Buy	1,668 +3	+0.2%	+$942	0.11%	192
2024 Q3	$496K	Buy	1,665 +305	+22%	+$83.4K	0.13%	184
2024 Q2	$351K	Sell	1,360 -14	-1%	-$3.55K	0.1%	201
2024 Q1	$335K	Buy	+1,374	New	+$337K	0.09%	206
2019 Q2	–	Sell	-32	Closed	-$6K	–	199
2019 Q1	$6K	Hold	32	–	–	﹤0.01%	383
2018 Q4	$5K	Hold	32	–	–	﹤0.01%	232
2018 Q3	$5K	Hold	32	–	–	﹤0.01%	525
2018 Q2	$5K	Hold	32	–	–	﹤0.01%	528
2018 Q1	$5K	Hold	32	–	–	﹤0.01%	534
2017 Q4	$5K	Hold	32	–	–	﹤0.01%	540
2017 Q3	$5K	Hold	32	–	–	﹤0.01%	682
2017 Q2	$5K	Hold	32	–	–	﹤0.01%	656
2017 Q1	$4K	Hold	32	–	–	﹤0.01%	614
2016 Q4	$5K	Buy	+32	New	+$4.48K	﹤0.01%	583