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Root Financial Partners’s Air Products & Chemicals APD Stock Holding History

Root Financial 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
2025
Q1 		– Sell
-922
Closed -$267K – 212
2024
Q4 		$267K Buy
+922
New +$267K 0.03% 167