CWS Financial 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 | $702K | Buy |
1,497
+285
| +24% | +$134K | 0.2% | 60 |
|
|
2025
Q1 | $564K | Hold |
1,212
| – | – | 0.18% | 66 |
|
|
2024
Q4 | $507K | Buy |
1,212
+286
| +31% | +$120K | 0.16% | 69 |
|
|
2024
Q3 | $442K | Buy |
926
+82
| +10% | +$39.1K | 0.16% | 73 |
|
|
2024
Q2 | $370K | Sell |
844
-5
| -0.6% | -$2.19K | 0.15% | 76 |
|
|
2024
Q1 | $394K | Sell |
849
-2,300
| -73% | -$1.07M | 0.16% | 70 |
|
|
2023
Q4 | $1.29M | Sell |
3,149
-311
| -9% | -$128K | 0.49% | 28 |
|
|
2023
Q3 | $1.29M | Sell |
3,460
-90
| -3% | -$33.5K | 0.52% | 26 |
|
|
2023
Q2 | $1.35M | Sell |
3,550
-79
| -2% | -$30.1K | 0.51% | 25 |
|
|
2023
Q1 | $1.29M | Sell |
3,629
-1,154
| -24% | -$410K | 0.51% | 26 |
|
|
2022
Q4 | $1.34M | Buy |
4,783
+1,049
| +28% | +$294K | 0.58% | 19 |
|
|
2022
Q3 | $1.01M | Buy |
3,734
+3
| +0.1% | +$809 | 0.48% | 29 |
|
|
2022
Q2 | $1.07M | Sell |
3,731
-203
| -5% | -$58.4K | 0.49% | 29 |
|
|
2022
Q1 | $1.26M | Sell |
3,934
-1
| -0% | -$320 | 0.47% | 28 |
|
|
2021
Q4 | $1.36M | Buy |
+3,935
| New | +$1.36M | 0.48% | 28 |
|
|
2021
Q2 | $1.33M | Sell |
4,593
-190
| -4% | -$54.9K | 0.53% | 22 |
|
|
2021
Q1 | $1.34M | Sell |
4,783
-124
| -3% | -$34.7K | 0.58% | 19 |
|
|
2020
Q4 | $1.29M | Sell |
4,907
-15
| -0.3% | -$3.95K | 0.75% | 17 |
|
|
2020
Q3 | $1.17M | Sell |
4,922
-130
| -3% | -$31K | 0.78% | 14 |
|
|
2020
Q2 | $1.07M | Buy |
5,052
+889
| +21% | +$189K | 0.77% | 17 |
|
|
2020
Q1 | $886K | Hold |
4,163
| – | – | 0.66% | 18 |
|
|
2019
Q4 | $886K | Buy |
+4,163
| New | +$886K | 0.65% | 18 |
|