KWM
Kolinsky Wealth Management’s Linde LIN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $483K | Buy |
1,153
+4
| +0.3% | +$1.68K | 0.29% | 67 |
|
2024
Q3 | $548K | Sell |
1,149
-11
| -0.9% | -$5.25K | 0.36% | 59 |
|
2024
Q2 | $509K | Buy |
+1,160
| New | +$509K | 0.36% | 59 |
|
2023
Q3 | – | Sell |
-1,179
| Closed | -$447K | – | 138 |
|
2023
Q2 | $447K | Buy |
1,179
+67
| +6% | +$25.4K | 0.42% | 60 |
|
2023
Q1 | $395K | Sell |
1,112
-172
| -13% | -$61.1K | 0.42% | 54 |
|
2022
Q4 | $419K | Buy |
1,284
+351
| +38% | +$115K | 0.48% | 48 |
|
2022
Q3 | $252K | Buy |
933
+65
| +7% | +$17.6K | 0.32% | 83 |
|
2022
Q2 | $250K | Buy |
868
+10
| +1% | +$2.88K | 0.3% | 90 |
|
2022
Q1 | $274K | Sell |
858
-111
| -11% | -$35.4K | 0.27% | 94 |
|
2021
Q4 | $336K | Buy |
+969
| New | +$336K | 0.31% | 81 |
|