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