Signature Wealth Management Partners’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
2025 Q3	–	Sell	-988	Closed	-$279K	–	114
2025 Q2	$279K	Buy	988 +2	+0.2%	+$547	0.16%	91
2025 Q1	$291K	Sell	986 -244	-20%	-$75.2K	0.19%	82
2024 Q4	$357K	Buy	1,230 +1	+0.1%	+$314	0.25%	70
2024 Q3	$366K	Sell	1,229 -298	-20%	-$81.5K	0.26%	68
2024 Q2	$394K	Buy	1,527 +1	+0.1%	+$254	0.3%	66
2024 Q1	$370K	Buy	1,526 +3	+0.2%	+$735	0.3%	68
2023 Q4	$417K	Buy	1,523 +1	+0.1%	+$275	0.37%	58
2023 Q3	$431K	Sell	1,522 -14	-0.9%	-$4.11K	0.42%	55
2023 Q2	$460K	Buy	1,536 +1	+0.1%	+$285	0.43%	53
2023 Q1	$441K	Sell	1,535 -14	-0.9%	-$4.09K	0.41%	59
2022 Q4	$477K	Buy	1,549 +2	+0.1%	+$564	0.47%	55
2022 Q3	$360K	Buy	1,547 +1	+0.1%	+$248	0.4%	62
2022 Q2	$372K	Buy	1,546 +1	+0.1%	+$243	0.38%	67
2022 Q1	$386K	Buy	1,545 +202	+15%	+$51.9K	0.33%	68
2021 Q4	$409K	Buy	1,343 +1	+0.1%	+$294	0.35%	65
2021 Q3	$344K	Buy	1,342 +1	+0.1%	+$277	0.31%	72
2021 Q2	$386K	Buy	+1,341	New	+$394K	0.35%	67