Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$2.38K Sell
5
-62
-93% -$28.3K ﹤0.01% 199
2024
Q2
$29.4K Sell
67
-19
-22% -$8.36K 0.01% 108
2024
Q1
$39.8K Hold
86
0.01% 102
2023
Q4
$35.1K Hold
86
0.01% 110
2023
Q3
$32K Buy
86
+65
+310% +$24.7K 0.01% 103
2023
Q2
$7.81K Buy
+21
New +$7.67K ﹤0.01% 179
2022
Q3
Sell
-17
Closed -$4.89K 269
2022
Q2
$4.89K Buy
+17
New +$5.31K ﹤0.01% 197

Other funds holding LIN

Halpern Financial's LIN Position: Q3 2024 in Review

Halpern Financial reduced its Linde (LIN) stake by 93% in Q3 2024, selling an estimated $28.3K and leaving 5 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #199.

Halpern Financial first reported a position in LIN in Q2 2022 and has held it in 7 quarters since. The position peaked at $39.8K in Q1 2024. 1,917 funds tracked by Wall St. Rank hold LIN as of Q3 2024.

  • Halpern Financial held 5 shares of Linde worth $2.38K as of Q3 2024.
  • Halpern Financial sold 62 Linde shares in Q3 2024, an estimated $28.3K.
  • Linde made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #199 holding.
  • Halpern Financial first reported a position in Linde in Q2 2022 and has held it in 7 quarters since.
  • Halpern Financial's Linde position peaked at $39.8K in Q1 2024.
  • 1,917 funds tracked by Wall St. Rank held Linde as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.