Physicians Financial Services’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
2024 Q3	–	Sell	-3,008	Closed	-$776K	–	108
2024 Q2	$776K	Buy	3,008 +21	+0.7%	+$5.33K	0.25%	66
2024 Q1	$724K	Buy	2,987 +250	+9%	+$61.3K	0.25%	68
2023 Q4	$749K	Sell	2,737 -407	-13%	-$112K	0.28%	65
2023 Q3	$891K	Sell	3,144 -4	-0.1%	-$1.17K	0.36%	60
2023 Q2	$943K	Sell	3,148 -147	-4%	-$41.9K	0.37%	62
2023 Q1	$946K	Hold	3,295	–	–	0.4%	60
2022 Q4	$1.02M	Sell	3,295 -10	-0.3%	-$2.82K	0.46%	58
2022 Q3	$769K	Sell	3,305 -207	-6%	-$51.2K	0.37%	64
2022 Q2	$845K	Buy	3,512 +455	+15%	+$111K	0.38%	62
2022 Q1	$764K	Buy	3,057 +735	+32%	+$189K	0.29%	68
2021 Q4	$706K	Buy	2,322 +115	+5%	+$33.8K	0.26%	73
2021 Q3	$565K	Buy	+2,207	New	+$610K	0.23%	78
2016 Q2	–	Sell	-50	Closed	-$7K	–	296
2016 Q1	$7K	Buy	+50	New	+$6.05K	0.01%	237