Perigon 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 | $2.85M | Sell |
6,074
-294
| -5% | -$138K | 0.07% | 270 |
|
|
2025
Q1 | $2.97M | Sell |
6,368
-203
| -3% | -$94.5K | 0.08% | 253 |
|
|
2024
Q4 | $2.84M | Buy |
6,571
+2,292
| +54% | +$991K | 0.07% | 256 |
|
|
2024
Q3 | $2.04M | Sell |
4,279
-4,959
| -54% | -$2.36M | 0.05% | 279 |
|
|
2024
Q2 | $4.05M | Sell |
9,238
-374
| -4% | -$164K | 0.12% | 162 |
|
|
2024
Q1 | $4.46M | Sell |
9,612
-29
| -0.3% | -$13.5K | 0.14% | 155 |
|
|
2023
Q4 | $3.96M | Buy |
9,641
+463
| +5% | +$190K | 0.13% | 152 |
|
|
2023
Q3 | $3.42M | Buy |
9,178
+291
| +3% | +$108K | 0.14% | 151 |
|
|
2023
Q2 | $3.39M | Buy |
8,887
+7,578
| +579% | +$2.89M | 0.13% | 150 |
|
|
2023
Q1 | $465K | Buy |
1,309
+102
| +8% | +$36.3K | 0.03% | 411 |
|
|
2022
Q4 | $394K | Buy |
1,207
+160
| +15% | +$52.2K | 0.02% | 446 |
|
|
2022
Q3 | $282K | Buy |
+1,047
| New | +$282K | 0.02% | 434 |
|
|
2022
Q2 | – | Sell |
-685
| Closed | -$219K | – | 594 |
|
|
2022
Q1 | $219K | Buy |
685
+1
| +0.1% | +$320 | 0.02% | 560 |
|
|
2021
Q4 | $237K | Buy |
+684
| New | +$237K | 0.02% | 512 |
|
|
2021
Q1 | – | Sell |
-561
| Closed | -$148K | – | 792 |
|
|
2020
Q4 | $148K | Buy |
+561
| New | +$148K | 0.02% | 462 |
|