Regent Peak Wealth Advisors’s Linde LIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $864K | Buy |
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|
2025
Q1 | $851K | Sell |
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|
2024
Q4 | $766K | Hold |
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|
2024
Q3 | $873K | Buy |
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|
2024
Q2 | $794K | Buy |
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|
2024
Q1 | $830K | Buy |
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|
2023
Q4 | $725K | Buy |
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|
2023
Q3 | $400K | Buy |
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|
2023
Q2 | $401K | Buy |
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|
2023
Q1 | $372K | Sell |
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|
2022
Q4 | $343K | Buy |
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|
2022
Q3 | $242K | Sell |
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|
2022
Q2 | $290K | Buy |
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|
2022
Q1 | $314K | Buy |
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|
2021
Q4 | $330K | Buy |
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|
2021
Q3 | $270K | Buy |
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|
2021
Q2 | $279K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $173K | Buy |
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