MYIA
Mount Yale Investment Advisors’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.66M | Sell |
7,808
-93
| -1% | -$43.6K | 0.29% | 70 |
|
|
2025
Q1 | $3.68M | Buy |
7,901
+2,917
| +59% | +$1.36M | 0.32% | 61 |
|
|
2024
Q4 | $2.09M | Buy |
4,984
+440
| +10% | +$184K | 0.17% | 117 |
|
|
2024
Q3 | $2.17M | Sell |
4,544
-482
| -10% | -$230K | 0.21% | 112 |
|
|
2024
Q2 | $2.21M | Sell |
5,026
-760
| -13% | -$333K | 0.17% | 115 |
|
|
2024
Q1 | $2.69M | Sell |
5,786
-330
| -5% | -$153K | 0.21% | 103 |
|
|
2023
Q4 | $2.51M | Sell |
6,116
-5
| -0.1% | -$2.05K | 0.24% | 100 |
|
|
2023
Q3 | $2.28M | Buy |
6,121
+674
| +12% | +$251K | 0.25% | 97 |
|
|
2023
Q2 | $2.08M | Sell |
5,447
-94
| -2% | -$35.8K | 0.22% | 104 |
|
|
2023
Q1 | $1.97M | Buy |
5,541
+1,010
| +22% | +$359K | 0.22% | 106 |
|
|
2022
Q4 | $1.48M | Buy |
+4,531
| New | +$1.48M | 0.17% | 138 |
|