Lion Street Advisors’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	$566K	Buy	1,887 +63	+3%	+$18.2K	0.2%	100
2025 Q2	$515K	Sell	1,824 -47	-3%	-$12.9K	0.16%	142
2025 Q1	$552K	Sell	1,871 -7	-0.4%	-$2.16K	0.18%	121
2024 Q4	$545K	Buy	1,878 +150	+9%	+$47.1K	0.17%	123
2024 Q3	$515K	Buy	1,728 +1	+0.1%	+$273	0.18%	127
2024 Q2	$446K	Buy	1,727 +23	+1%	+$5.83K	0.17%	136
2024 Q1	$467K	Hold	1,704	–	–	0.19%	117
2023 Q4	$467K	Sell	1,704 -136	-7%	-$37.4K	0.19%	116
2023 Q3	$521K	Sell	1,840 -66	-3%	-$19.4K	0.17%	117
2023 Q2	$571K	Buy	1,906 +144	+8%	+$41K	0.19%	101
2023 Q1	$506K	Buy	1,762 +274	+18%	+$80K	0.16%	117
2022 Q4	$446K	Buy	1,488 +98	+7%	+$27.6K	0.23%	69
2022 Q3	$325K	Sell	1,390 -98	-7%	-$24.3K	0.16%	83
2022 Q2	$444K	Buy	1,488 +19	+1%	+$4.62K	0.23%	69
2022 Q1	$361K	Sell	1,469 -19	-1%	-$4.88K	0.18%	88
2021 Q4	$453K	Hold	1,488	–	–	0.22%	70
2021 Q3	$384K	Buy	+1,488	New	+$412K	0.21%	80
2020 Q2	–	Sell	-58	Closed	-$12K	–	53
2020 Q1	$12K	Buy	+58	New	+$13.2K	0.07%	139