McClarren Financial 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 Q2	–	Sell	-68	Closed	-$20K	–	95
2025 Q1	$20K	Buy	+68	New	+$21K	0.01%	184
2024 Q4	–	Sell	-365	Closed	-$252	–	207
2024 Q3	$252	Buy	365 +107	+41%	+$29.3K	0.03%	67
2024 Q2	$17K	Buy	258 +191	+285%	+$48.4K	0.01%	224
2024 Q1	$17K	Buy	67 +1	+2%	+$245	0.01%	220
2023 Q4	$18K	Buy	66 +1	+2%	+$275	0.01%	244
2023 Q3	$18K	Hold	65	–	–	0.02%	223
2023 Q2	$19K	Hold	65	–	–	0.02%	218
2023 Q1	$18K	Buy	65 +1	+2%	+$292	0.02%	213
2022 Q4	$19K	Hold	64	–	–	0.02%	213
2022 Q3	$14K	Buy	+64	New	+$15.8K	0.01%	220
2022 Q2	–	Sell	-63	Closed	-$15K	–	49
2022 Q1	$15K	Sell	63 -1	-2%	-$257	0.01%	190
2021 Q4	$20K	Buy	64 +2	+3%	+$587	0.01%	191
2021 Q3	$16K	Hold	62	–	–	0.01%	178
2021 Q2	$17K	Hold	62	–	–	0.01%	192
2021 Q1	$18K	Buy	62 +1	+2%	+$272	0.02%	165
2020 Q4	$16K	Buy	+61	New	+$17.2K	0.02%	148