Heritage 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 | $5.63K | Hold |
12
| – | – | ﹤0.01% | 458 |
|
|
2025
Q1 | $5.59K | Sell |
12
-17
| -59% | -$7.92K | ﹤0.01% | 452 |
|
|
2024
Q4 | $12.1K | Sell |
29
-4
| -12% | -$1.68K | ﹤0.01% | 428 |
|
|
2024
Q3 | $15.7K | Buy |
+33
| New | +$15.7K | ﹤0.01% | 415 |
|
|
2022
Q4 | – | Sell |
-100
| Closed | -$27K | – | 572 |
|
|
2022
Q3 | $27K | Hold |
100
| – | – | ﹤0.01% | 351 |
|
|
2022
Q2 | $29K | Sell |
100
-200
| -67% | -$58K | ﹤0.01% | 378 |
|
|
2022
Q1 | $96K | Hold |
300
| – | – | 0.01% | 255 |
|
|
2021
Q4 | $104K | Buy |
300
+200
| +200% | +$69.3K | 0.01% | 265 |
|
|
2021
Q3 | $29.3K | Hold |
100
| – | – | ﹤0.01% | 371 |
|
|
2021
Q2 | $28.9K | Hold |
100
| – | – | ﹤0.01% | 378 |
|
|
2021
Q1 | $28K | Buy |
+100
| New | +$28K | ﹤0.01% | 392 |
|
|
2020
Q1 | – | Sell |
-12
| Closed | -$2.56K | – | 522 |
|
|
2019
Q4 | $2.56K | Buy |
+12
| New | +$2.56K | ﹤0.01% | 515 |
|
|
2019
Q2 | – | Sell |
-4
| Closed | -$704 | – | 472 |
|
|
2019
Q1 | $704 | Sell |
4
-13
| -76% | -$2.29K | ﹤0.01% | 430 |
|
|
2018
Q4 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 362 |
|