USA Financial Formulas’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 Q1	–	Sell	-3,148	Closed	-$913K	–	280
2024 Q4	$913K	Buy	+3,148	New	+$989K	0.14%	72
2023 Q4	–	Sell	-2,661	Closed	-$754K	–	355
2023 Q3	$754K	Sell	2,661 -41	-2%	-$12K	1.13%	22
2023 Q2	$809K	Sell	2,702 -557	-17%	-$159K	1.24%	25
2023 Q1	$936K	Buy	+3,259	New	+$951K	1.52%	23
2022 Q3	$0	Hold	1	–	–	﹤0.01%	300
2022 Q2	$0	Hold	1	–	–	﹤0.01%	328
2022 Q1	$0	Sell	1 -4	-80%	-$1.03K	﹤0.01%	352
2021 Q4	$2K	Hold	5	–	–	﹤0.01%	252
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	339
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	333
2021 Q1	$1K	Hold	5	–	–	﹤0.01%	284
2020 Q4	$1K	Hold	5	–	–	﹤0.01%	249
2020 Q3	$1K	Hold	5	–	–	﹤0.01%	237
2020 Q2	$1K	Buy	5 +4	+400%	+$913	﹤0.01%	144
2020 Q1	$0	Sell	1 -11	-92%	-$2.51K	﹤0.01%	209
2019 Q4	$3K	Sell	12 -12,762	-100%	-$2.88M	﹤0.01%	187
2019 Q3	$2.83M	Buy	+12,774	New	+$2.87M	1.1%	48