JFS Wealth Advisors’s Linde LIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.7K | Buy |
138
+3
| +2% | +$1.41K | ﹤0.01% | 434 |
|
|
2025
Q1 | $62.9K | Hold |
135
| – | – | ﹤0.01% | 434 |
|
|
2024
Q4 | $56.5K | Sell |
135
-29
| -18% | -$12.1K | ﹤0.01% | 443 |
|
|
2024
Q3 | $78.2K | Buy |
164
+4
| +3% | +$1.91K | 0.01% | 396 |
|
|
2024
Q2 | $70.2K | Sell |
160
-39
| -20% | -$17.1K | 0.01% | 371 |
|
|
2024
Q1 | $92.4K | Buy |
199
+4
| +2% | +$1.86K | 0.01% | 326 |
|
|
2023
Q4 | $80.1K | Buy |
195
+35
| +22% | +$14.4K | 0.01% | 337 |
|
|
2023
Q3 | $59.6K | Buy |
160
+9
| +6% | +$3.35K | 0.01% | 353 |
|
|
2023
Q2 | $57.5K | Sell |
151
-2
| -1% | -$762 | 0.01% | 356 |
|
|
2023
Q1 | $54.4K | Buy |
153
+15
| +11% | +$5.33K | 0.01% | 363 |
|
|
2022
Q4 | $45K | Sell |
138
-14
| -9% | -$4.57K | ﹤0.01% | 379 |
|
|
2022
Q3 | $41K | Sell |
152
-37
| -20% | -$9.98K | ﹤0.01% | 418 |
|
|
2022
Q2 | $54K | Sell |
189
-1
| -0.5% | -$286 | 0.01% | 385 |
|
|
2022
Q1 | $61K | Buy |
190
+63
| +50% | +$20.2K | 0.01% | 382 |
|
|
2021
Q4 | $44K | Buy |
127
+24
| +23% | +$8.32K | ﹤0.01% | 441 |
|
|
2021
Q3 | $30K | Buy |
103
+48
| +87% | +$14K | ﹤0.01% | 483 |
|
|
2021
Q2 | $16K | Hold |
55
| – | – | ﹤0.01% | 397 |
|
|
2021
Q1 | $15K | Hold |
55
| – | – | ﹤0.01% | 375 |
|
|
2020
Q4 | $14K | Hold |
55
| – | – | ﹤0.01% | 381 |
|
|
2020
Q3 | $13K | Hold |
55
| – | – | ﹤0.01% | 371 |
|
|
2020
Q2 | $12K | Hold |
55
| – | – | ﹤0.01% | 369 |
|
|
2020
Q1 | $10K | Hold |
55
| – | – | ﹤0.01% | 351 |
|
|
2019
Q4 | $12K | Hold |
55
| – | – | ﹤0.01% | 359 |
|
|
2019
Q3 | $11K | Hold |
55
| – | – | ﹤0.01% | 362 |
|
|
2019
Q2 | $11K | Hold |
55
| – | – | ﹤0.01% | 362 |
|
|
2019
Q1 | $10K | Hold |
55
| – | – | ﹤0.01% | 356 |
|
|
2018
Q4 | $9K | Buy |
+55
| New | +$9K | ﹤0.01% | 356 |
|