Polymer Capital 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	$2.23M	Buy	+7,900	New	+$2.23M	0.26%	74
2025 Q1	–	Sell	-15,700	Closed	-$4.55M	–	476
2024 Q4	$4.55M	Buy	+15,700	New	+$4.55M	1.23%	17