Jackson Wealth Management’s Linde LIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,217
| Closed | -$4.4M | – | 168 |
|
|
2024
Q3 | $4.4M | Buy |
9,217
+3,996
| +77% | +$1.91M | 0.52% | 50 |
|
|
2024
Q2 | $2.29M | Sell |
5,221
-3,808
| -42% | -$1.67M | 0.49% | 52 |
|
|
2024
Q1 | $4.19M | Buy |
9,029
+787
| +10% | +$365K | 0.52% | 48 |
|
|
2023
Q4 | $3.39M | Buy |
8,242
+211
| +3% | +$86.7K | 0.45% | 51 |
|
|
2023
Q3 | $2.99M | Buy |
8,031
+89
| +1% | +$33.1K | 0.43% | 55 |
|
|
2023
Q2 | $3.03M | Buy |
7,942
+498
| +7% | +$190K | 0.44% | 50 |
|
|
2023
Q1 | $2.65M | Buy |
7,444
+265
| +4% | +$94.2K | 1.99% | 10 |
|
|
2022
Q4 | $2.34M | Sell |
7,179
-2,124
| -23% | -$693K | 0.86% | 41 |
|
|
2022
Q3 | $2.51M | Buy |
9,303
+5,740
| +161% | +$1.55M | 0.49% | 51 |
|
|
2022
Q2 | $1.02M | Buy |
+3,563
| New | +$1.02M | 0.47% | 48 |
|