Avantax Planning Partners’s Linde LIN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.77M | Buy |
3,765
+282
| +8% | +$132K | 0.06% | 141 |
|
2025
Q1 | $1.62M | Buy |
3,483
+259
| +8% | +$121K | 0.06% | 143 |
|
2024
Q4 | $1.35M | Buy |
3,224
+114
| +4% | +$47.7K | 0.05% | 155 |
|
2024
Q3 | $1.48M | Sell |
3,110
-1,221
| -28% | -$582K | 0.05% | 147 |
|
2024
Q2 | $1.9M | Sell |
4,331
-44
| -1% | -$19.3K | 0.06% | 146 |
|
2024
Q1 | $2.03M | Buy |
4,375
+477
| +12% | +$221K | 0.07% | 146 |
|
2023
Q4 | $1.6M | Sell |
3,898
-249
| -6% | -$102K | 0.06% | 131 |
|
2023
Q3 | $1.54M | Buy |
4,147
+78
| +2% | +$29K | 0.06% | 122 |
|
2023
Q2 | $1.55M | Sell |
4,069
-132
| -3% | -$50.3K | 0.06% | 128 |
|
2023
Q1 | $1.49M | Buy |
4,201
+103
| +3% | +$36.6K | 0.06% | 130 |
|
2022
Q4 | $1.34M | Buy |
4,098
+694
| +20% | +$226K | 0.05% | 135 |
|
2022
Q3 | $918K | Buy |
3,404
+2,163
| +174% | +$583K | 0.04% | 159 |
|
2022
Q2 | $357K | Buy |
1,241
+6
| +0.5% | +$1.73K | 0.02% | 251 |
|
2022
Q1 | $394K | Sell |
1,235
-38
| -3% | -$12.1K | 0.02% | 246 |
|
2021
Q4 | $441K | Buy |
1,273
+532
| +72% | +$184K | 0.02% | 226 |
|
2021
Q3 | $217K | Buy |
741
+25
| +3% | +$7.32K | 0.01% | 308 |
|
2021
Q2 | $207K | Buy |
+716
| New | +$207K | 0.01% | 305 |
|
2020
Q2 | – | Sell |
-2,386
| Closed | -$413K | – | 286 |
|
2020
Q1 | $413K | Buy |
2,386
+766
| +47% | +$133K | 0.03% | 172 |
|
2019
Q4 | $345K | Sell |
1,620
-98
| -6% | -$20.9K | 0.02% | 217 |
|
2019
Q3 | $333K | Buy |
1,718
+105
| +7% | +$20.4K | 0.02% | 216 |
|
2019
Q2 | $325K | Sell |
1,613
-122
| -7% | -$24.6K | 0.02% | 224 |
|
2019
Q1 | $305K | Buy |
+1,735
| New | +$305K | 0.02% | 228 |
|