Exencial Wealth 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 | $418K | Buy |
891
+61
| +7% | +$28.6K | 0.01% | 392 |
|
|
2025
Q1 | $387K | Buy |
830
+64
| +8% | +$29.8K | 0.01% | 395 |
|
|
2024
Q4 | $321K | Sell |
766
-392
| -34% | -$164K | 0.01% | 413 |
|
|
2024
Q3 | $552K | Sell |
1,158
-445
| -28% | -$212K | 0.02% | 338 |
|
|
2024
Q2 | $703K | Buy |
1,603
+435
| +37% | +$191K | 0.03% | 306 |
|
|
2024
Q1 | $542K | Sell |
1,168
-13
| -1% | -$6.04K | 0.02% | 340 |
|
|
2023
Q4 | $485K | Buy |
1,181
+98
| +9% | +$40.3K | 0.02% | 335 |
|
|
2023
Q3 | $403K | Buy |
1,083
+180
| +20% | +$67K | 0.02% | 317 |
|
|
2023
Q2 | $344K | Sell |
903
-291
| -24% | -$111K | 0.02% | 345 |
|
|
2023
Q1 | $424K | Sell |
1,194
-72
| -6% | -$25.6K | 0.02% | 301 |
|
|
2022
Q4 | $413K | Sell |
1,266
-167
| -12% | -$54.5K | 0.02% | 316 |
|
|
2022
Q3 | $386K | Sell |
1,433
-1,865
| -57% | -$502K | 0.02% | 309 |
|
|
2022
Q2 | $948K | Sell |
3,298
-20,151
| -86% | -$5.79M | 0.05% | 214 |
|
|
2022
Q1 | $7.49M | Sell |
23,449
-11,400
| -33% | -$3.64M | 0.38% | 89 |
|
|
2021
Q4 | $12.1M | Sell |
34,849
-11,593
| -25% | -$4.02M | 0.58% | 45 |
|
|
2021
Q3 | $13.6M | Buy |
46,442
+12,643
| +37% | +$3.71M | 0.59% | 32 |
|
|
2021
Q2 | $9.77M | Buy |
33,799
+932
| +3% | +$269K | 0.53% | 51 |
|
|
2021
Q1 | $9.21M | Buy |
32,867
+2,776
| +9% | +$778K | 0.55% | 49 |
|
|
2020
Q4 | $7.93M | Buy |
30,091
+1,127
| +4% | +$297K | 0.54% | 55 |
|
|
2020
Q3 | $6.9M | Buy |
28,964
+1,236
| +4% | +$294K | 0.37% | 82 |
|
|
2020
Q2 | $5.88M | Buy |
27,728
+3,396
| +14% | +$720K | 0.51% | 58 |
|
|
2020
Q1 | $4.21M | Buy |
24,332
+652
| +3% | +$113K | 0.75% | 43 |
|
|
2019
Q4 | $5.04M | Sell |
23,680
-166
| -0.7% | -$35.3K | 0.87% | 36 |
|
|
2019
Q3 | $4.62M | Sell |
23,846
-1,312
| -5% | -$254K | 0.99% | 31 |
|
|
2019
Q2 | $5.05M | Sell |
25,158
-1,045
| -4% | -$210K | 1.18% | 20 |
|
|
2019
Q1 | $4.61M | Sell |
26,203
-561
| -2% | -$98.7K | 1.09% | 23 |
|
|
2018
Q4 | $4.18M | Buy |
+26,764
| New | +$4.18M | 1.12% | 26 |
|