Total Wealth Planning & Management’s Air Products & Chemicals APD Stock Holding History

Total Wealth Planning & Management’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	$401K	Buy
2025 Q1	$340K	Sell
2024 Q4	$367K	Buy