Ballast Advisors’s Linde LIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Sell |
520
-80
| -13% | -$37.5K | 0.07% | 99 |
|
|
2025
Q1 | $279K | Hold |
600
| – | – | 0.09% | 90 |
|
|
2024
Q4 | $251K | Hold |
600
| – | – | 0.08% | 97 |
|
|
2024
Q3 | $286K | Hold |
600
| – | – | 0.09% | 95 |
|
|
2024
Q2 | $263K | Hold |
600
| – | – | 0.08% | 98 |
|
|
2024
Q1 | $279K | Hold |
600
| – | – | 0.09% | 97 |
|
|
2023
Q4 | $246K | Hold |
600
| – | – | 0.09% | 100 |
|
|
2023
Q3 | $223K | Sell |
600
-45
| -7% | -$16.8K | 0.09% | 104 |
|
|
2023
Q2 | $246K | Sell |
645
-16
| -2% | -$6.1K | 0.09% | 101 |
|
|
2023
Q1 | $235K | Buy |
661
+16
| +2% | +$5.69K | 0.09% | 97 |
|
|
2022
Q4 | $210K | Buy |
+645
| New | +$210K | 0.09% | 104 |
|
|
2022
Q2 | – | Sell |
-645
| Closed | -$206K | – | 186 |
|
|
2022
Q1 | $206K | Hold |
645
| – | – | 0.08% | 111 |
|
|
2021
Q4 | $223K | Buy |
+645
| New | +$223K | 0.09% | 106 |
|