RPWA
Regent Peak Wealth Advisors’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $851K | Sell |
1,827
-4
| -0.2% | -$1.86K | 0.2% | 52 |
|
|
2024
Q4 | $766K | Hold |
1,831
| – | – | 0.17% | 61 |
|
|
2024
Q3 | $873K | Buy |
1,831
+23
| +1% | +$11K | 0.2% | 65 |
|
|
2024
Q2 | $794K | Buy |
1,808
+21
| +1% | +$9.22K | 0.18% | 70 |
|
|
2024
Q1 | $830K | Buy |
1,787
+23
| +1% | +$10.7K | 0.21% | 65 |
|
|
2023
Q4 | $725K | Buy |
1,764
+689
| +64% | +$283K | 0.2% | 66 |
|
|
2023
Q3 | $400K | Buy |
1,075
+24
| +2% | +$8.94K | 0.12% | 88 |
|
|
2023
Q2 | $401K | Buy |
1,051
+4
| +0.4% | +$1.52K | 0.12% | 88 |
|
|
2023
Q1 | $372K | Sell |
1,047
-5
| -0.5% | -$1.78K | 0.12% | 91 |
|
|
2022
Q4 | $343K | Buy |
1,052
+152
| +17% | +$49.5K | 0.11% | 105 |
|
|
2022
Q3 | $242K | Sell |
900
-110
| -11% | -$29.6K | 0.09% | 129 |
|
|
2022
Q2 | $290K | Buy |
1,010
+26
| +3% | +$7.47K | 0.09% | 122 |
|
|
2022
Q1 | $314K | Buy |
984
+32
| +3% | +$10.2K | 0.09% | 121 |
|
|
2021
Q4 | $330K | Buy |
952
+30
| +3% | +$10.4K | 0.09% | 120 |
|
|
2021
Q3 | $270K | Buy |
922
+15
| +2% | +$4.39K | 0.08% | 139 |
|
|
2021
Q2 | $279K | Buy |
+907
| New | +$279K | 0.08% | 135 |
|
|
2021
Q1 | – | Sell |
-656
| Closed | -$173K | – | 606 |
|
|
2020
Q4 | $173K | Buy |
+656
| New | +$173K | 0.06% | 153 |
|