EWA
EverSource Wealth Advisors’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
4,273
+154
| +4% | +$72.3K | 0.09% | 164 |
|
|
2025
Q1 | $1.92M | Buy |
4,119
+674
| +20% | +$314K | 0.11% | 153 |
|
|
2024
Q4 | $1.44M | Buy |
3,445
+167
| +5% | +$69.9K | 0.08% | 192 |
|
|
2024
Q3 | $1.56M | Buy |
3,278
+144
| +5% | +$68.7K | 0.1% | 161 |
|
|
2024
Q2 | $1.42M | Buy |
3,134
+727
| +30% | +$330K | 0.09% | 169 |
|
|
2024
Q1 | $1.06M | Buy |
2,407
+258
| +12% | +$114K | 0.08% | 178 |
|
|
2023
Q4 | $883K | Buy |
2,149
+69
| +3% | +$28.3K | 0.08% | 175 |
|
|
2023
Q3 | $774K | Sell |
2,080
-35
| -2% | -$13K | 0.08% | 177 |
|
|
2023
Q2 | $806K | Sell |
2,115
-2
| -0.1% | -$762 | 0.09% | 179 |
|
|
2023
Q1 | $752K | Buy |
2,117
+18
| +0.9% | +$6.4K | 0.09% | 167 |
|
|
2022
Q4 | $685K | Sell |
2,099
-713
| -25% | -$233K | 0.1% | 161 |
|
|
2022
Q3 | $758K | Sell |
2,812
-98
| -3% | -$26.4K | 0.17% | 113 |
|
|
2022
Q2 | $836K | Buy |
2,910
+575
| +25% | +$165K | 0.22% | 83 |
|
|
2022
Q1 | $746K | Buy |
2,335
+1,176
| +101% | +$376K | 0.19% | 106 |
|
|
2021
Q4 | $401K | Buy |
+1,159
| New | +$401K | 0.11% | 141 |
|