JWM
Janiczek Wealth Management’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $428K | Sell |
976
-22
| -2% | -$9.65K | 0.09% | 93 |
|
|
2024
Q1 | $463K | Sell |
998
-8
| -0.8% | -$3.72K | 0.1% | 90 |
|
|
2023
Q4 | $413K | Buy |
1,006
+19
| +2% | +$7.8K | 0.1% | 83 |
|
|
2023
Q3 | $368K | Buy |
987
+126
| +15% | +$46.9K | 0.1% | 86 |
|
|
2023
Q2 | $328K | Buy |
861
+60
| +7% | +$22.9K | 0.09% | 81 |
|
|
2023
Q1 | $288K | Buy |
801
+10
| +1% | +$3.6K | 0.08% | 85 |
|
|
2022
Q4 | $260K | Buy |
791
+69
| +10% | +$22.7K | 0.07% | 92 |
|
|
2022
Q3 | $196K | Buy |
722
+158
| +28% | +$42.9K | 0.06% | 105 |
|
|
2022
Q2 | $170K | Sell |
564
-94
| -14% | -$28.3K | 0.05% | 124 |
|
|
2022
Q1 | $210K | Sell |
658
-170
| -21% | -$54.3K | 0.06% | 110 |
|
|
2021
Q4 | $287K | Buy |
828
+72
| +10% | +$25K | 0.09% | 79 |
|
|
2021
Q3 | $222K | Buy |
756
+170
| +29% | +$49.9K | 0.08% | 87 |
|
|
2021
Q2 | $169K | Buy |
586
+40
| +7% | +$11.5K | 0.06% | 102 |
|
|
2021
Q1 | $153K | Buy |
546
+159
| +41% | +$44.6K | 0.06% | 88 |
|
|
2020
Q4 | $102K | Buy |
387
+283
| +272% | +$74.6K | 0.05% | 106 |
|
|
2020
Q3 | $25K | Buy |
104
+98
| +1,633% | +$23.6K | 0.01% | 140 |
|
|
2020
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 341 |
|