CPWA
Cerro Pacific Wealth Advisors’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $938K | Sell |
1,998
-172
| -8% | -$80.7K | 0.26% | 72 |
|
|
2025
Q1 | $909K | Sell |
2,170
-16
| -0.7% | -$6.7K | 0.3% | 70 |
|
|
2024
Q4 | $1.04M | Sell |
2,186
-27
| -1% | -$12.9K | 0.34% | 66 |
|
|
2024
Q3 | $971K | Hold |
2,213
| – | – | 0.37% | 63 |
|
|
2024
Q2 | $971K | Buy |
+2,213
| New | +$971K | 0.37% | 64 |
|
|
2023
Q1 | $785K | Sell |
2,208
-99
| -4% | -$35.2K | 0.43% | 61 |
|
|
2022
Q4 | $752K | Sell |
2,307
-76
| -3% | -$24.8K | 0.4% | 67 |
|
|
2022
Q3 | $642K | Buy |
2,383
+85
| +4% | +$22.9K | 0.39% | 69 |
|
|
2022
Q2 | $661K | Sell |
2,298
-242
| -10% | -$69.6K | 0.41% | 64 |
|
|
2022
Q1 | $811K | Buy |
2,540
+1,416
| +126% | +$452K | 0.5% | 59 |
|
|
2021
Q4 | $389K | Sell |
1,124
-1,482
| -57% | -$513K | 0.25% | 98 |
|
|
2021
Q3 | $765K | Sell |
2,606
-905
| -26% | -$266K | 0.55% | 54 |
|
|
2021
Q2 | $1.02M | Buy |
+3,511
| New | +$1.02M | 0.75% | 38 |
|
|
2020
Q4 | $1.28M | Buy |
+4,846
| New | +$1.28M | 0.76% | 36 |
|