IWS
Insight Wealth Strategies’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,120
| Closed | -$1.92M | – | 175 |
|
|
2025
Q1 | $1.92M | Buy |
4,120
+55
| +1% | +$25.6K | 0.26% | 93 |
|
|
2024
Q4 | $1.7M | Buy |
4,065
+128
| +3% | +$53.6K | 0.23% | 97 |
|
|
2024
Q3 | $1.88M | Buy |
3,937
+75
| +2% | +$35.8K | 0.25% | 101 |
|
|
2024
Q2 | $1.69M | Buy |
3,862
+120
| +3% | +$52.7K | 0.24% | 103 |
|
|
2024
Q1 | $1.74M | Sell |
3,742
-519
| -12% | -$241K | 0.26% | 99 |
|
|
2023
Q4 | $1.75M | Sell |
4,261
-74
| -2% | -$30.4K | 0.28% | 86 |
|
|
2023
Q3 | $1.61M | Buy |
4,335
+287
| +7% | +$107K | 0.31% | 69 |
|
|
2023
Q2 | $1.54M | Sell |
4,048
-57
| -1% | -$21.7K | 0.3% | 64 |
|
|
2023
Q1 | $1.46M | Sell |
4,105
-132
| -3% | -$46.9K | 0.29% | 66 |
|
|
2022
Q4 | $1.38M | Buy |
4,237
+86
| +2% | +$28K | 0.27% | 71 |
|
|
2022
Q3 | $1.19M | Hold |
4,151
| – | – | 0.22% | 87 |
|
|
2022
Q2 | $1.19M | Buy |
4,151
+135
| +3% | +$38.8K | 0.22% | 87 |
|
|
2022
Q1 | $1.28M | Buy |
4,016
+533
| +15% | +$170K | 0.19% | 89 |
|
|
2021
Q4 | $1.21M | Buy |
3,483
+464
| +15% | +$161K | 0.17% | 88 |
|
|
2021
Q3 | $886K | Buy |
3,019
+146
| +5% | +$42.8K | 0.12% | 112 |
|
|
2021
Q2 | $831K | Sell |
2,873
-50
| -2% | -$14.5K | 0.12% | 115 |
|
|
2021
Q1 | $819K | Buy |
2,923
+1,832
| +168% | +$513K | 0.11% | 121 |
|
|
2020
Q4 | $288K | Buy |
1,091
+117
| +12% | +$30.9K | 0.05% | 172 |
|
|
2020
Q3 | $232K | Buy |
+974
| New | +$232K | 0.04% | 178 |
|
|
2020
Q1 | – | Sell |
-2,019
| Closed | -$430K | – | 180 |
|
|
2019
Q4 | $430K | Buy |
2,019
+11
| +0.5% | +$2.34K | 0.09% | 144 |
|
|
2019
Q3 | $389K | Buy |
2,008
+137
| +7% | +$26.5K | 0.09% | 135 |
|
|
2019
Q2 | $376K | Buy |
1,871
+11
| +0.6% | +$2.21K | 0.09% | 126 |
|
|
2019
Q1 | $327K | Buy |
1,860
+63
| +4% | +$11.1K | 0.09% | 120 |
|
|
2018
Q4 | $280K | Buy |
+1,797
| New | +$280K | 0.09% | 118 |
|