Modern Wealth Management’s Air Products & Chemicals APD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$449K	Sell	1,592 -91	-5%	-$25.7K	0.01%	493
2025 Q1	$496K	Sell	1,683 -99	-6%	-$29.2K	0.02%	424
2024 Q4	$517K	Buy	1,782 +144	+9%	+$41.8K	0.02%	357
2024 Q3	$488K	Buy	1,638 +6	+0.4%	+$1.79K	0.03%	257
2024 Q2	$421K	Buy	+1,632	New	+$421K	0.03%	250