PSI Advisors’s Air Products & Chemicals APD Stock Holding History

PSI Advisors’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 Q2	–	Sell	-12	Closed	-$3.54K	–	139
2025 Q1	$3.54K	Hold	12	–	–	﹤0.01%	555
2024 Q4	$3.48K	Sell	12 -20	-63%	-$6.28K	﹤0.01%	665
2024 Q3	$9.53K	Hold	32	–	–	﹤0.01%	545
2024 Q2	$8.26K	Hold	32	–	–	﹤0.01%	549
2024 Q1	$7.75K	Hold	32	–	–	﹤0.01%	524
2023 Q4	$8.76K	Hold	32	–	–	﹤0.01%	536
2023 Q3	$9.07K	Hold	32	–	–	﹤0.01%	514
2023 Q2	$9.59K	Hold	32	–	–	﹤0.01%	498
2023 Q1	$9.19K	Sell	32 -20	-38%	-$5.84K	﹤0.01%	447
2022 Q4	$16K	Hold	52	–	–	0.01%	365
2022 Q3	$12K	Hold	52	–	–	0.01%	390
2022 Q2	$13K	Hold	52	–	–	0.01%	408
2022 Q1	$13K	Hold	52	–	–	0.01%	430
2021 Q4	$16K	Buy	52 +3	+6%	+$881	0.01%	434
2021 Q3	$13K	Buy	+49	New	+$13.6K	0.01%	451
2020 Q1	–	Sell	-71	Closed	-$16K	–	138
2019 Q4	$16K	Buy	+71	New	+$16K	0.01%	402

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return