HWA
HHM Wealth Advisors’s Linde LIN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $338K | Hold |
721
| – | – | 0.04% | 147 |
|
2025
Q1 | $336K | Sell |
721
-17
| -2% | -$7.92K | 0.05% | 134 |
|
2024
Q4 | $309K | Buy |
738
+700
| +1,842% | +$293K | 0.04% | 144 |
|
2024
Q3 | $18.2K | Buy |
+38
| New | +$18.2K | ﹤0.01% | 480 |
|
2024
Q2 | – | Sell |
-43
| Closed | -$20K | – | 830 |
|
2024
Q1 | $20K | Hold |
43
| – | – | ﹤0.01% | 411 |
|
2023
Q4 | $17.7K | Hold |
43
| – | – | ﹤0.01% | 422 |
|
2023
Q3 | $16K | Hold |
43
| – | – | ﹤0.01% | 437 |
|
2023
Q2 | $16.4K | Sell |
43
-5
| -10% | -$1.91K | ﹤0.01% | 447 |
|
2023
Q1 | $17.1K | Hold |
48
| – | – | ﹤0.01% | 438 |
|
2022
Q4 | $15.7K | Sell |
48
-4
| -8% | -$1.31K | ﹤0.01% | 394 |
|
2022
Q3 | $14K | Sell |
52
-240
| -82% | -$64.6K | ﹤0.01% | 390 |
|
2022
Q2 | $84K | Buy |
292
+52
| +22% | +$15K | 0.02% | 205 |
|
2022
Q1 | $77K | Sell |
240
-1
| -0.4% | -$321 | 0.02% | 244 |
|
2021
Q4 | $83K | Hold |
241
| – | – | 0.02% | 239 |
|
2021
Q3 | $71K | Hold |
241
| – | – | 0.02% | 252 |
|
2021
Q2 | $70K | Buy |
+241
| New | +$70K | 0.02% | 251 |
|