Live Oak Private Wealth’s Linde LIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.02M Buy
4,301
+164
+4% +$76.9K 0.3% 76
2025
Q1
$1.93M Sell
4,137
-6
-0.1% -$2.79K 0.31% 74
2024
Q4
$1.73M Buy
4,143
+44
+1% +$18.4K 0.29% 73
2024
Q3
$1.95M Buy
4,099
+120
+3% +$57.2K 0.32% 71
2024
Q2
$1.75M Buy
3,979
+126
+3% +$55.3K 0.3% 73
2024
Q1
$1.79M Buy
3,853
+38
+1% +$17.6K 0.31% 72
2023
Q4
$1.57M Buy
3,815
+157
+4% +$64.5K 0.29% 71
2023
Q3
$1.36M Buy
3,658
+65
+2% +$24.2K 0.29% 70
2023
Q2
$1.37M Buy
3,593
+37
+1% +$14.1K 0.27% 76
2023
Q1
$1.26M Buy
3,556
+143
+4% +$50.8K 0.26% 74
2022
Q4
$1.11M Buy
3,413
+142
+4% +$46.3K 0.23% 83
2022
Q3
$882K Buy
3,271
+65
+2% +$17.5K 0.2% 85
2022
Q2
$922K Buy
3,206
+114
+4% +$32.8K 0.19% 92
2022
Q1
$988K Buy
3,092
+124
+4% +$39.6K 0.19% 87
2021
Q4
$1.03M Buy
2,968
+60
+2% +$20.8K 0.19% 92
2021
Q3
$853K Buy
2,908
+303
+12% +$88.9K 0.17% 100
2021
Q2
$753K Buy
2,605
+176
+7% +$50.9K 0.17% 97
2021
Q1
$680K Buy
2,429
+828
+52% +$232K 0.17% 97
2020
Q4
$422K Buy
1,601
+166
+12% +$43.8K 0.12% 107
2020
Q3
$342K Sell
1,435
-11
-0.8% -$2.62K 0.12% 101
2020
Q2
$307K Buy
1,446
+164
+13% +$34.8K 0.11% 107
2020
Q1
$222K Buy
+1,282
New +$222K 0.23% 67