Marion Wealth Management’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 Q2	–	Sell	-5,288	Closed	-$1.56M	–	132
2025 Q1	$1.56M	Sell	5,288 -88	-2%	-$27.1K	0.42%	59
2024 Q4	$1.56M	Buy	5,376 +37	+0.7%	+$11.6K	0.41%	54
2024 Q3	$1.59M	Buy	5,339 +304	+6%	+$83.1K	0.42%	54
2024 Q2	$1.3M	Buy	5,035 +373	+8%	+$94.6K	0.38%	60
2024 Q1	$1.13M	Buy	4,662 +196	+4%	+$48K	0.34%	66
2023 Q4	$1.22M	Buy	4,466 +1,525	+52%	+$419K	0.39%	63
2023 Q3	$834K	Buy	2,941 +43	+1%	+$12.6K	0.29%	67
2023 Q2	$868K	Buy	2,898 +88	+3%	+$25.1K	0.31%	63
2023 Q1	$807K	Buy	2,810 +11	+0.4%	+$3.21K	0.3%	65
2022 Q4	$863K	Buy	2,799 +380	+16%	+$107K	0.36%	59
2022 Q3	$563K	Buy	2,419 +83	+4%	+$20.5K	0.29%	68
2022 Q2	$562K	Buy	2,336 +368	+19%	+$89.5K	0.29%	70
2022 Q1	$492K	Buy	1,968 +117	+6%	+$30.1K	0.24%	77
2021 Q4	$563K	Buy	+1,851	New	+$543K	0.27%	76