YHB Investment Advisors’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
2023 Q4	–	Sell	-821	Closed	-$233K	–	264
2023 Q3	$233K	Hold	821	–	–	0.02%	253
2023 Q2	$246K	Hold	821	–	–	0.02%	250
2023 Q1	$236K	Hold	821	–	–	0.02%	260
2022 Q4	$253K	Buy	+821	New	+$231K	0.03%	247
2022 Q3	–	Sell	-841	Closed	-$202K	–	281
2022 Q2	$202K	Hold	841	–	–	0.02%	276
2022 Q1	$210K	Sell	841 -175	-17%	-$45K	0.02%	289
2021 Q4	$309K	Hold	1,016	–	–	0.02%	262
2021 Q3	$260K	Buy	1,016 +28	+3%	+$7.75K	0.02%	266
2021 Q2	$284K	Hold	988	–	–	0.02%	251
2021 Q1	$284K	Hold	988	–	–	0.02%	245
2020 Q4	$270K	Buy	988 +13	+1%	+$3.66K	0.03%	242
2020 Q3	$290K	Sell	975 -258	-21%	-$74.2K	0.03%	217
2020 Q2	$298K	Sell	1,233 -104	-8%	-$23.7K	0.04%	151
2020 Q1	$267K	Sell	1,337 -5	-0.4%	-$1.14K	0.05%	150
2019 Q4	$315K	Buy	1,342 +165	+14%	+$37.2K	0.05%	153
2019 Q3	$261K	Hold	1,177	–	–	0.04%	168
2019 Q2	$266K	Sell	1,177 -2	-0.2%	-$414	0.04%	163
2019 Q1	$225K	Buy	+1,179	New	+$203K	0.04%	181