BWM
BigSur Wealth Management’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Buy |
631
+83
| +15% | +$38.9K | 0.07% | 133 |
|
|
2025
Q1 | $255K | Hold |
548
| – | – | 0.07% | 137 |
|
|
2024
Q4 | $229K | Buy |
548
+5
| +0.9% | +$2.09K | 0.07% | 140 |
|
|
2024
Q3 | $259K | Buy |
543
+36
| +7% | +$17.2K | 0.07% | 135 |
|
|
2024
Q2 | $222K | Sell |
507
-94
| -16% | -$41.2K | 0.07% | 138 |
|
|
2024
Q1 | $279K | Sell |
601
-31
| -5% | -$14.4K | 0.09% | 128 |
|
|
2023
Q4 | $260K | Buy |
632
+10
| +2% | +$4.11K | 0.12% | 96 |
|
|
2023
Q3 | $232K | Sell |
622
-26
| -4% | -$9.68K | 0.12% | 94 |
|
|
2023
Q2 | $247K | Buy |
648
+16
| +3% | +$6.09K | 0.12% | 102 |
|
|
2023
Q1 | $225K | Sell |
632
-40
| -6% | -$14.2K | 0.11% | 109 |
|
|
2022
Q4 | $219K | Sell |
672
-90
| -12% | -$29.4K | 0.11% | 107 |
|
|
2022
Q3 | $205K | Buy |
762
+49
| +7% | +$13.2K | 0.1% | 109 |
|
|
2022
Q2 | $205K | Sell |
713
-11
| -2% | -$3.16K | 0.1% | 116 |
|
|
2022
Q1 | $231K | Sell |
724
-17
| -2% | -$5.42K | 0.09% | 114 |
|
|
2021
Q4 | $257K | Sell |
741
-27
| -4% | -$9.36K | 0.1% | 113 |
|
|
2021
Q3 | $225K | Hold |
768
| – | – | 0.1% | 110 |
|
|
2021
Q2 | $222K | Hold |
768
| – | – | 0.1% | 109 |
|
|
2021
Q1 | $215K | Buy |
+768
| New | +$215K | 0.11% | 106 |
|