Kingswood 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 | $292K | Sell |
623
-84
| -12% | -$39.4K | 0.02% | 582 |
|
|
2025
Q1 | $329K | Sell |
707
-481
| -40% | -$224K | 0.03% | 509 |
|
|
2024
Q4 | $497K | Sell |
1,188
-2,356
| -66% | -$986K | 0.04% | 441 |
|
|
2024
Q3 | $1.69M | Sell |
3,544
-79
| -2% | -$37.7K | 0.12% | 195 |
|
|
2024
Q2 | $1.59M | Sell |
3,623
-15
| -0.4% | -$6.58K | 0.14% | 145 |
|
|
2024
Q1 | $1.69M | Buy |
3,638
+97
| +3% | +$45K | 0.19% | 130 |
|
|
2023
Q4 | $1.45M | Buy |
3,541
+1,524
| +76% | +$626K | 0.16% | 140 |
|
|
2023
Q3 | $751K | Buy |
+2,017
| New | +$751K | 0.13% | 180 |
|