AP
Appleton Partners’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,397
| Closed | -$487K | – | 291 |
|
|
2023
Q3 | $487K | Hold |
1,397
| – | – | 0.04% | 188 |
|
|
2023
Q2 | $487K | Sell |
1,397
-95
| -6% | -$33.1K | 0.04% | 197 |
|
|
2023
Q1 | $520K | Sell |
1,492
-60
| -4% | -$20.9K | 0.05% | 201 |
|
|
2022
Q4 | $506K | Buy |
1,552
+34
| +2% | +$11.1K | 0.05% | 202 |
|
|
2022
Q3 | $409K | Sell |
1,518
-240
| -14% | -$64.7K | 0.04% | 215 |
|
|
2022
Q2 | $505K | Buy |
1,758
+53
| +3% | +$15.2K | 0.05% | 204 |
|
|
2022
Q1 | $545K | Hold |
1,705
| – | – | 0.04% | 209 |
|
|
2021
Q4 | $591K | Hold |
1,705
| – | – | 0.04% | 205 |
|
|
2021
Q3 | $500K | Sell |
1,705
-47
| -3% | -$13.8K | 0.04% | 203 |
|
|
2021
Q2 | $507K | Buy |
1,752
+35
| +2% | +$10.1K | 0.04% | 196 |
|
|
2021
Q1 | $481K | Sell |
1,717
-75
| -4% | -$21K | 0.04% | 196 |
|
|
2020
Q4 | $472K | Hold |
1,792
| – | – | 0.05% | 186 |
|
|
2020
Q3 | $427K | Sell |
1,792
-75
| -4% | -$17.9K | 0.05% | 190 |
|
|
2020
Q2 | $396K | Hold |
1,867
| – | – | 0.05% | 190 |
|
|
2020
Q1 | $323K | Sell |
1,867
-547
| -23% | -$94.6K | 0.04% | 205 |
|
|
2019
Q4 | $514K | Sell |
2,414
-425
| -15% | -$90.5K | 0.06% | 191 |
|
|
2019
Q3 | $550K | Sell |
2,839
-53
| -2% | -$10.3K | 0.07% | 182 |
|
|
2019
Q2 | $581K | Hold |
2,892
| – | – | 0.07% | 174 |
|
|
2019
Q1 | $509K | Sell |
2,892
-24
| -0.8% | -$4.22K | 0.07% | 182 |
|
|
2018
Q4 | $455K | Buy |
+2,916
| New | +$455K | 0.07% | 181 |
|