Heirloom Wealth Management’s Linde LIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Buy |
29,345
+86
| +0.3% | +$40.3K | 3.63% | 12 |
|
|
2025
Q1 | $13.6M | Buy |
29,259
+1,091
| +4% | +$508K | 3.91% | 10 |
|
|
2024
Q4 | $11.8M | Buy |
28,168
+1,828
| +7% | +$765K | 3.54% | 10 |
|
|
2024
Q3 | $12.6M | Buy |
26,340
+599
| +2% | +$286K | 3.92% | 10 |
|
|
2024
Q2 | $11.3M | Sell |
25,741
-288
| -1% | -$126K | 3.66% | 10 |
|
|
2024
Q1 | $12.1M | Sell |
26,029
-528
| -2% | -$245K | 4.12% | 10 |
|
|
2023
Q4 | $10.9M | Buy |
26,557
+460
| +2% | +$189K | 4.19% | 9 |
|
|
2023
Q3 | $9.72M | Sell |
26,097
-518
| -2% | -$193K | 4.32% | 9 |
|
|
2023
Q2 | $10.1M | Buy |
26,615
+956
| +4% | +$364K | 4.41% | 9 |
|
|
2023
Q1 | $9.12M | Buy |
25,659
+4,328
| +20% | +$1.54M | 4.35% | 11 |
|
|
2022
Q4 | $6.96M | Buy |
+21,331
| New | +$6.96M | 4.33% | 9 |
|
|
2022
Q2 | $6.08M | Buy |
20,204
+6,839
| +51% | +$2.06M | 4.97% | 11 |
|
|
2022
Q1 | $4.13M | Buy |
13,365
+5,592
| +72% | +$1.73M | 2.87% | 13 |
|
|
2021
Q4 | $2.46M | Buy |
+7,773
| New | +$2.46M | 2.11% | 18 |
|