IWA
IBEX Wealth Advisors’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $775K | Buy |
+1,651
| New | +$775K | 0.08% | 127 |
|
|
2025
Q1 | – | Sell |
-1,920
| Closed | -$804K | – | 174 |
|
|
2024
Q4 | $804K | Sell |
1,920
-27,742
| -94% | -$11.6M | 0.09% | 126 |
|
|
2024
Q3 | $1.39M | Buy |
29,662
+21,088
| +246% | +$986K | 0.38% | 57 |
|
|
2024
Q2 | $3.76M | Buy |
8,574
+2,957
| +53% | +$1.3M | 0.59% | 53 |
|
|
2024
Q1 | $1.83M | Buy |
5,617
+5,610
| +80,143% | +$1.83M | 0.5% | 61 |
|
|
2023
Q4 | $3.02K | Sell |
7
-6,141
| -100% | -$2.65M | 0.66% | 54 |
|
|
2023
Q3 | $2.29M | Buy |
+6,148
| New | +$2.29M | 0.58% | 53 |
|
|
2023
Q1 | $1.93M | Sell |
5,435
-182
| -3% | -$64.7K | 0.5% | 58 |
|
|
2022
Q4 | $1.83M | Buy |
+5,617
| New | +$1.83M | 0.41% | 74 |
|
|
2019
Q3 | – | Sell |
-251
| Closed | -$50K | – | 236 |
|
|
2019
Q2 | $50K | Buy |
+251
| New | +$50K | 0.01% | 221 |
|