Fermata 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 | – | Sell |
-471
| Closed | -$219K | – | 256 |
|
|
2025
Q1 | $219K | Sell |
471
-95
| -17% | -$44.2K | 0.04% | 256 |
|
|
2024
Q4 | $237K | Sell |
566
-14
| -2% | -$5.86K | 0.04% | 231 |
|
|
2024
Q3 | $276K | Buy |
580
+86
| +17% | +$41K | 0.06% | 192 |
|
|
2024
Q2 | $217K | Sell |
494
-294
| -37% | -$129K | 0.05% | 208 |
|
|
2024
Q1 | $366K | Buy |
788
+118
| +18% | +$54.8K | 0.08% | 138 |
|
|
2023
Q4 | $275K | Buy |
670
+27
| +4% | +$11.1K | 0.07% | 142 |
|
|
2023
Q3 | $239K | Buy |
+643
| New | +$239K | 0.07% | 138 |
|