Ropes Wealth Advisors’s Linde LIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$1.51M Sell
4,050
-484
-11% -$180K 0.29% 81
2023
Q2
$1.73M Buy
4,534
+423
+10% +$161K 0.29% 85
2023
Q1
$1.46M Buy
4,111
+1
+0% +$355 0.26% 93
2022
Q4
$1.34M Buy
4,110
+599
+17% +$195K 0.24% 95
2022
Q3
$946K Hold
3,511
0.2% 105
2022
Q2
$1.01M Hold
3,511
0.21% 105
2022
Q1
$1.12M Sell
3,511
-38
-1% -$12.1K 0.19% 114
2021
Q4
$1.23M Buy
3,549
+1,084
+44% +$375K 0.22% 101
2021
Q3
$723K Buy
2,465
+16
+0.7% +$4.69K 0.12% 145
2021
Q2
$708K Buy
2,449
+15
+0.6% +$4.34K 0.11% 145
2021
Q1
$727K Sell
2,434
-1,088
-31% -$325K 0.13% 134
2020
Q4
$928K Buy
3,522
+1,009
+40% +$266K 0.14% 103
2020
Q3
$598K Sell
2,513
-16
-0.6% -$3.81K 0.12% 128
2020
Q2
$536K Buy
2,529
+16
+0.6% +$3.39K 0.11% 128
2020
Q1
$435K Sell
2,513
-400
-14% -$69.2K 0.11% 128
2019
Q4
$620K Sell
2,913
-5,859
-67% -$1.25M 0.13% 123
2019
Q3
$1.7M Buy
8,772
+663
+8% +$128K 0.36% 58
2019
Q2
$1.63M Sell
8,109
-50
-0.6% -$10K 0.34% 59
2019
Q1
$1.44M Sell
8,159
-1,600
-16% -$281K 0.38% 60
2018
Q4
$1.52M Buy
+9,759
New +$1.52M 0.44% 56