Summit Wealth 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
2026 Q1	$423K	Buy	1,455 +75	+5%	+$20.7K	0.07%	180
2025 Q4	$341K	Hold	1,380	–	–	0.06%	156
2025 Q3	$376K	Hold	1,380	–	–	0.07%	158
2025 Q2	$389K	Hold	1,380	–	–	0.07%	153
2025 Q1	$407K	Hold	1,380	–	–	0.08%	144
2024 Q4	$400K	Hold	1,380	–	–	0.08%	141
2024 Q3	$411K	Sell	1,380 -195	-12%	-$53.3K	0.08%	157
2024 Q2	$406K	Hold	1,575	–	–	0.08%	151
2024 Q1	$382K	Hold	1,575	–	–	0.08%	146
2023 Q4	$431K	Hold	1,575	–	–	0.1%	131
2023 Q3	$446K	Hold	1,575	–	–	0.11%	118
2023 Q2	$472K	Sell	1,575 -44	-3%	-$12.5K	0.12%	109
2023 Q1	$465K	Hold	1,619	–	–	0.12%	110
2022 Q4	$499K	Hold	1,619	–	–	0.13%	108
2022 Q3	$377K	Buy	1,619 +44	+3%	+$10.9K	0.11%	111
2022 Q2	$379K	Buy	1,575 +75	+5%	+$18.2K	0.1%	106
2022 Q1	$375K	Hold	1,500	–	–	0.08%	114
2021 Q4	$456K	Hold	1,500	–	–	0.1%	101
2021 Q3	$384K	Hold	1,500	–	–	0.09%	104
2021 Q2	$432K	Hold	1,500	–	–	0.1%	100
2021 Q1	$422K	Hold	1,500	–	–	0.11%	98
2020 Q4	$410K	Hold	1,500	–	–	0.11%	97
2020 Q3	$447K	Hold	1,500	–	–	0.13%	93
2020 Q2	$362K	Hold	1,500	–	–	0.12%	101
2020 Q1	$299K	Hold	1,500	–	–	0.12%	86
2019 Q4	$352K	Buy	+1,500	New	+$339K	0.12%	82