Palumbo Wealth Management’s Linde LIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$468K Buy
997
+171
+21% +$80.3K 0.14% 109
2025
Q1
$384K Buy
826
+136
+20% +$63.3K 0.13% 112
2024
Q4
$289K Buy
690
+2
+0.3% +$837 0.11% 124
2024
Q3
$328K Buy
688
+1
+0.1% +$477 0.13% 111
2024
Q2
$301K Buy
687
+2
+0.3% +$877 0.13% 103
2024
Q1
$318K Buy
685
+1
+0.1% +$464 0.14% 100
2023
Q4
$281K Sell
684
-9
-1% -$3.69K 0.14% 102
2023
Q3
$258K Sell
693
-46
-6% -$17.1K 0.14% 98
2023
Q2
$281K Buy
739
+2
+0.3% +$762 0.17% 86
2023
Q1
$259K Buy
737
+3
+0.4% +$1.06K 0.17% 77
2022
Q4
$240K Buy
+734
New +$240K 0.19% 75
2022
Q3
Sell
-731
Closed -$210K 79
2022
Q2
$210K Sell
731
-65
-8% -$18.7K 0.17% 77
2022
Q1
$254K Buy
796
+3
+0.4% +$957 0.16% 80
2021
Q4
$275K Buy
793
+1
+0.1% +$347 0.17% 82
2021
Q3
$232K Sell
792
-66
-8% -$19.3K 0.15% 85
2021
Q2
$248K Sell
858
-113
-12% -$32.7K 0.17% 88
2021
Q1
$272K Buy
971
+3
+0.3% +$840 0.21% 85
2020
Q4
$255K Buy
+968
New +$255K 0.21% 79