Kingswood Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

Kingswood Wealth Advisors’s Portfolio APD Stock Details APD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.47M	Sell
2025 Q2	$3.76M	Sell
2025 Q1	$3.99M	Sell
2024 Q4	$4.15M	Sell
2024 Q3	$4.85M	Buy
2024 Q2	$3.82M	Buy
2024 Q1	$1.94M	Sell
2023 Q4	$4.08M	Buy
2023 Q3	$3.79M	Buy
2023 Q2	$3.85M	Buy