Avitas Wealth Management’s Linde LIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.28M | Buy |
5,435
+51
| +0.9% | +$21.4K | 0.31% | 80 |
|
|
2024
Q3 | $2.57M | Buy |
5,384
+76
| +1% | +$36.2K | 0.36% | 71 |
|
|
2024
Q2 | $2.33M | Buy |
5,308
+19
| +0.4% | +$8.34K | 0.34% | 77 |
|
|
2024
Q1 | $2.46M | Buy |
5,289
+75
| +1% | +$34.8K | 0.37% | 69 |
|
|
2023
Q4 | $2.14M | Buy |
5,214
+155
| +3% | +$63.7K | 0.36% | 80 |
|
|
2023
Q3 | $1.88M | Sell |
5,059
-24
| -0.5% | -$8.94K | 0.36% | 82 |
|
|
2023
Q2 | $1.94M | Buy |
5,083
+46
| +0.9% | +$17.5K | 0.35% | 84 |
|
|
2023
Q1 | $1.79M | Sell |
5,037
-29
| -0.6% | -$10.3K | 0.35% | 86 |
|
|
2022
Q4 | $1.65M | Sell |
5,066
-8
| -0.2% | -$2.61K | 0.35% | 85 |
|
|
2022
Q3 | $1.37M | Sell |
5,074
-3,457
| -41% | -$932K | 0.31% | 94 |
|
|
2022
Q2 | $2.45M | Buy |
8,531
+141
| +2% | +$40.5K | 0.54% | 58 |
|
|
2022
Q1 | $2.68M | Buy |
+8,390
| New | +$2.68M | 0.48% | 65 |
|
|
2021
Q3 | – | Sell |
-7,649
| Closed | -$2.21M | – | 196 |
|
|
2021
Q2 | $2.21M | Buy |
7,649
+193
| +3% | +$55.8K | 0.39% | 99 |
|
|
2021
Q1 | $2.09M | Buy |
7,456
+100
| +1% | +$28K | 0.41% | 91 |
|
|
2020
Q4 | $1.94M | Buy |
+7,356
| New | +$1.94M | 0.39% | 104 |
|
|
2020
Q2 | – | Sell |
-8,291
| Closed | -$1.43M | – | 175 |
|
|
2020
Q1 | $1.43M | Sell |
8,291
-7,670
| -48% | -$1.33M | 0.65% | 59 |
|
|
2019
Q4 | $3.4M | Buy |
15,961
+118
| +0.7% | +$25.1K | 0.87% | 49 |
|
|
2019
Q3 | $3.07M | Buy |
15,843
+284
| +2% | +$55K | 0.85% | 53 |
|
|
2019
Q2 | $3.12M | Buy |
15,559
+75
| +0.5% | +$15.1K | 0.87% | 43 |
|
|
2019
Q1 | $2.72M | Buy |
15,484
+186
| +1% | +$32.7K | 0.79% | 55 |
|
|
2018
Q4 | $2.39M | Buy |
+15,298
| New | +$2.39M | 0.78% | 61 |
|