Moller Wealth Partners’s Air Products & Chemicals APD Stock Holding History

Moller Wealth Partners’s Portfolio APD Stock Details APD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-897	Closed	-$267K	–	65
2024 Q3	$267K	Hold	897	–	–	0.07%	58
2024 Q2	$231K	Sell	897 -829	-48%	-$214K	0.06%	59
2024 Q1	$418K	Sell	1,726 -274	-14%	-$66.4K	0.11%	39
2023 Q4	$548K	Hold	2,000	–	–	0.15%	37
2023 Q3	$567K	Hold	2,000	–	–	0.18%	35
2023 Q2	$599K	Hold	2,000	–	–	0.18%	36
2023 Q1	$574K	Hold	2,000	–	–	0.18%	35
2022 Q4	$617K	Hold	2,000	–	–	0.2%	35
2022 Q3	$465K	Hold	2,000	–	–	0.17%	37
2022 Q2	$481K	Hold	2,000	–	–	0.16%	37
2022 Q1	$500K	Hold	2,000	–	–	0.16%	36
2021 Q4	$609K	Hold	2,000	–	–	0.19%	36
2021 Q3	$512K	Hold	2,000	–	–	0.17%	35
2021 Q2	$575K	Hold	2,000	–	–	0.19%	35
2021 Q1	$563K	Hold	2,000	–	–	0.2%	35
2020 Q4	$546K	Hold	2,000	–	–	0.23%	36
2020 Q3	$596K	Hold	2,000	–	–	0.27%	32
2020 Q2	$483K	Hold	2,000	–	–	0.21%	34
2020 Q1	$399K	Hold	2,000	–	–	0.21%	36
2019 Q4	$470K	Hold	2,000	–	–	0.21%	37
2019 Q3	$444K	Hold	2,000	–	–	0.21%	36
2019 Q2	$453K	Hold	2,000	–	–	0.23%	37
2019 Q1	$382K	Hold	2,000	–	–	0.17%	41
2018 Q4	$310K	Hold	2,000	–	–	0.2%	50
2018 Q3	$334K	Hold	2,000	–	–	0.15%	34
2018 Q2	$311K	Hold	2,000	–	–	0.12%	35
2018 Q1	$318K	Hold	2,000	–	–	0.14%	34
2017 Q4	$328K	Hold	2,000	–	–	0.12%	37
2017 Q3	$302K	Hold	2,000	–	–	0.12%	37
2017 Q2	$286K	Hold	2,000	–	–	0.12%	37
2017 Q1	$271K	Hold	2,000	–	–	0.12%	39
2016 Q4	$288K	Sell	2,000 -162	-7%	-$23.3K	0.14%	36
2016 Q3	$301K	Hold	2,162	–	–	0.14%	38
2016 Q2	$284K	Hold	2,162	–	–	0.14%	36
2016 Q1	$288K	Hold	2,162	–	–	0.17%	31
2015 Q4	$260K	Hold	2,162	–	–	0.14%	35
2015 Q3	$255K	Hold	2,162	–	–	0.24%	31
2015 Q2	$274K	Hold	2,162	–	–	0.12%	37
2015 Q1	$303K	Hold	2,162	–	–	0.14%	37
2014 Q4	$288K	Hold	2,162	–	–	0.14%	37
2014 Q3	$260K	Hold	2,162	–	–	0.12%	45
2014 Q2	$257K	Hold	2,162	–	–	0.12%	46
2014 Q1	$238K	Hold	2,162	–	–	0.12%	46
2013 Q4	$224K	Hold	2,162	–	–	0.12%	42
2013 Q3	$213K	Buy	+2,162	New	+$213K	0.13%	41