RWA
Roberts Wealth Advisors’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5M | Sell |
10,652
-233
| -2% | -$109K | 1.44% | 23 |
|
|
2025
Q1 | $5.07M | Sell |
10,885
-124
| -1% | -$57.7K | 1.56% | 21 |
|
|
2024
Q4 | $4.71M | Buy |
11,009
+4
| +0% | +$1.71K | 1.43% | 21 |
|
|
2024
Q3 | $5.17M | Sell |
11,005
-13
| -0.1% | -$6.1K | 1.67% | 18 |
|
|
2024
Q2 | $4.75M | Buy |
11,018
+49
| +0.4% | +$21.1K | 1.62% | 19 |
|
|
2024
Q1 | $4.88M | Buy |
10,969
+110
| +1% | +$48.9K | 1.82% | 15 |
|
|
2023
Q4 | $13.2M | Sell |
10,859
-12
| -0.1% | -$14.6K | 2.06% | 16 |
|
|
2023
Q3 | $4.12M | Buy |
10,871
+71
| +0.7% | +$26.9K | 1.81% | 14 |
|
|
2023
Q2 | $4.12M | Sell |
10,800
-62
| -0.6% | -$23.6K | 1.81% | 14 |
|
|
2023
Q1 | $3.89M | Buy |
10,862
+175
| +2% | +$62.6K | 1.78% | 16 |
|
|
2022
Q4 | $3.4M | Buy |
10,687
+129
| +1% | +$41.1K | 1.64% | 17 |
|
|
2022
Q3 | $2.94M | Buy |
10,558
+238
| +2% | +$66.4K | 1.45% | 24 |
|
|
2022
Q2 | $2.82M | Buy |
10,320
+239
| +2% | +$65.4K | 1.23% | 31 |
|
|
2022
Q1 | $3.25M | Buy |
10,081
+220
| +2% | +$71K | 1.27% | 26 |
|
|
2021
Q4 | $3.34M | Buy |
9,861
+402
| +4% | +$136K | 1.2% | 29 |
|
|
2021
Q3 | $2.78M | Buy |
+9,459
| New | +$2.78M | 1.1% | 30 |
|