J.P. Morgan Private Wealth Advisors’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $169M | Buy |
+452,898
| New | +$169M | 0.48% | 49 |
|
|
2023
Q2 | – | Sell |
-623,982
| Closed | -$222M | – | 1713 |
|
|
2023
Q1 | $222M | Sell |
623,982
-3,869
| -0.6% | -$1.38M | 0.47% | 50 |
|
|
2022
Q4 | $205M | Buy |
627,851
+58,576
| +10% | +$19.1M | 0.46% | 58 |
|
|
2022
Q3 | $153M | Buy |
569,275
+14,074
| +3% | +$3.79M | 0.4% | 65 |
|
|
2022
Q2 | $160M | Buy |
555,201
+42,734
| +8% | +$12.3M | 0.41% | 66 |
|
|
2022
Q1 | $164M | Buy |
512,467
+61,616
| +14% | +$19.7M | 0.35% | 70 |
|
|
2021
Q4 | $156M | Buy |
450,851
+39,383
| +10% | +$13.6M | 0.34% | 78 |
|
|
2021
Q3 | $121M | Buy |
411,468
+22,619
| +6% | +$6.64M | 0.3% | 81 |
|
|
2021
Q2 | $112M | Buy |
388,849
+77,175
| +25% | +$22.3M | 0.29% | 83 |
|
|
2021
Q1 | $87.3M | Buy |
311,674
+21,871
| +8% | +$6.13M | 0.28% | 85 |
|
|
2020
Q4 | $76.4M | Buy |
289,803
+164,888
| +132% | +$43.4M | 0.25% | 101 |
|
|
2020
Q3 | $29.7M | Buy |
124,915
+27,041
| +28% | +$6.44M | 0.12% | 171 |
|
|
2020
Q2 | $20.8M | Buy |
97,874
+3,712
| +4% | +$787K | 0.09% | 186 |
|
|
2020
Q1 | $16.3M | Buy |
94,162
+18,061
| +24% | +$3.12M | 0.09% | 197 |
|
|
2019
Q4 | $16.2M | Buy |
76,101
+36,239
| +91% | +$7.72M | 0.07% | 231 |
|
|
2019
Q3 | $7.72M | Buy |
39,862
+1,058
| +3% | +$205K | 0.04% | 332 |
|
|
2019
Q2 | $7.79M | Sell |
38,804
-500
| -1% | -$100K | 0.04% | 310 |
|
|
2019
Q1 | $6.92M | Buy |
39,304
+1,619
| +4% | +$285K | 0.04% | 338 |
|
|
2018
Q4 | $5.88M | Buy |
+37,685
| New | +$5.88M | 0.04% | 338 |
|