Heritage Trust’s Linde LIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Hold |
1,122
| – | – | 0.06% | 201 |
|
|
2025
Q1 | $522K | Hold |
1,122
| – | – | 0.06% | 201 |
|
|
2024
Q4 | $470K | Buy |
+1,122
| New | +$470K | 0.06% | 207 |
|
|
2024
Q2 | $492K | Buy |
1,122
+85
| +8% | +$37.3K | 0.06% | 187 |
|
|
2024
Q1 | $481K | Sell |
1,037
-59
| -5% | -$27.4K | 0.06% | 190 |
|
|
2023
Q4 | $450K | Sell |
1,096
-17
| -2% | -$6.98K | 0.06% | 200 |
|
|
2023
Q3 | $414K | Sell |
1,113
-38
| -3% | -$14.1K | 0.06% | 193 |
|
|
2023
Q2 | $439K | Buy |
1,151
+213
| +23% | +$81.2K | 0.06% | 195 |
|
|
2023
Q1 | $333K | Sell |
938
-201
| -18% | -$71.4K | 0.05% | 197 |
|
|
2022
Q4 | $372K | Buy |
+1,139
| New | +$372K | 0.06% | 194 |
|
|
2019
Q2 | – | Sell |
-1,291
| Closed | -$227K | – | 184 |
|
|
2019
Q1 | $227K | Buy |
1,291
+1,090
| +542% | +$192K | 0.05% | 167 |
|
|
2018
Q4 | $31K | Buy |
+201
| New | +$31K | 0.01% | 231 |
|