PL
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Plancorp LLC’s Air Products & Chemicals APD Stock Holding History

Plancorp LLC’s Portfolio APD Stock Details APD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,294
Closed -$365K – 381
2025
Q2 		$365K Buy
1,294
+211
+19% +$57.7K 0.01% 264
2025
Q1 		$319K Sell
1,083
-254
-19% -$78.3K 0.01% 272
2024
Q4 		$388K Buy
1,337
+213
+19% +$66.9K 0.02% 219
2024
Q3 		$335K Buy
1,124
+17
+2% +$4.65K 0.01% 234
2024
Q2 		$286K Sell
1,107
-154
-12% -$39.1K 0.01% 243
2024
Q1 		$306K Buy
1,261
+120
+11% +$29.4K 0.01% 228
2023
Q4 		$312K Buy
1,141
+35
+3% +$9.62K 0.02% 213
2023
Q3 		$313K Buy
1,106
+47
+4% +$13.8K 0.02% 197
2023
Q2 		$317K Sell
1,059
-2
-0.2% -$570 0.02% 191
2023
Q1 		$305K Sell
1,061
-654
-38% -$191K 0.02% 193
2022
Q4 		$529K Buy
1,715
+17
+1% +$4.79K 0.03% 147
2022
Q3 		$395K Buy
1,698
+17
+1% +$4.21K 0.03% 158
2022
Q2 		$404K Sell
1,681
-166
-9% -$40.4K 0.03% 159
2022
Q1 		$462K Sell
1,847
-8
-0.4% -$2.06K 0.03% 157
2021
Q4 		$564K Buy
1,855
+22
+1% +$6.46K 0.04% 139
2021
Q3 		$469K Buy
1,833
+7
+0.4% +$1.94K 0.03% 146
2021
Q2 		$525K Sell
1,826
-9
-0.5% -$2.64K 0.04% 129
2021
Q1 		$516K Buy
+1,835
New +$499K 0.11% 114

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