AWA
Amplius Wealth Advisors’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,070
| Closed | -$8.85M | – | 177 |
|
|
2024
Q1 | $8.85M | Buy |
19,070
+1
| +0% | +$464 | 0.99% | 25 |
|
|
2023
Q4 | $7.83M | Buy |
19,069
+58
| +0.3% | +$23.8K | 0.95% | 29 |
|
|
2023
Q3 | $7.08M | Buy |
19,011
+55
| +0.3% | +$20.5K | 0.95% | 27 |
|
|
2023
Q2 | $7.22M | Buy |
18,956
+65
| +0.3% | +$24.8K | 0.97% | 26 |
|
|
2023
Q1 | $6.71M | Buy |
+18,891
| New | +$6.71M | 0.96% | 24 |
|
|
2022
Q1 | – | Sell |
-378
| Closed | -$130K | – | 577 |
|
|
2021
Q4 | $130K | Buy |
+378
| New | +$130K | 0.02% | 218 |
|