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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$401K	Buy	1,421 +267	+23%	+$75.3K	0.32%	109
2025 Q1	$340K	Sell	1,154 -113	-9%	-$33.3K	0.32%	103
2024 Q4	$367K	Buy	+1,267	New	+$367K	0.33%	94