Northstar Advisory Group’s Linde LIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-543
Closed -$238K 101
2024
Q2
$238K Sell
543
-280
-34% -$123K 0.14% 89
2024
Q1
$354K Sell
823
-2,201
-73% -$946K 0.21% 71
2023
Q4
$1.24M Buy
3,024
+73
+2% +$30K 0.74% 34
2023
Q3
$1.1M Sell
2,951
-1,779
-38% -$662K 0.8% 29
2023
Q2
$1.8M Buy
4,730
+936
+25% +$357K 1.18% 27
2023
Q1
$1.35M Buy
+3,794
New +$1.35M 1.01% 26