SMA
Sage Mountain Advisors’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
3,177
+128
| +4% | +$60K | 0.1% | 98 |
|
|
2025
Q1 | $1.42M | Buy |
3,049
+447
| +17% | +$208K | 0.1% | 89 |
|
|
2024
Q4 | $1.09M | Sell |
2,602
-189
| -7% | -$79.1K | 0.08% | 108 |
|
|
2024
Q3 | $1.33M | Buy |
2,791
+223
| +9% | +$106K | 0.11% | 91 |
|
|
2024
Q2 | $1.13M | Buy |
2,568
+506
| +25% | +$222K | 0.1% | 90 |
|
|
2024
Q1 | $958K | Buy |
2,062
+191
| +10% | +$88.7K | 0.1% | 99 |
|
|
2023
Q4 | $768K | Buy |
1,871
+133
| +8% | +$54.6K | 0.09% | 103 |
|
|
2023
Q3 | $647K | Buy |
1,738
+35
| +2% | +$13K | 0.09% | 97 |
|
|
2023
Q2 | $649K | Buy |
1,703
+14
| +0.8% | +$5.34K | 0.09% | 96 |
|
|
2023
Q1 | $600K | Buy |
1,689
+855
| +103% | +$304K | 0.1% | 88 |
|
|
2022
Q4 | $272K | Buy |
+834
| New | +$272K | 0.06% | 117 |
|
|
2022
Q3 | – | Sell |
-824
| Closed | -$237K | – | 393 |
|
|
2022
Q2 | $237K | Buy |
824
+192
| +30% | +$55.2K | 0.04% | 390 |
|
|
2022
Q1 | $202K | Sell |
632
-770
| -55% | -$246K | 0.03% | 464 |
|
|
2021
Q4 | $486K | Buy |
1,402
+2
| +0.1% | +$693 | 0.06% | 312 |
|
|
2021
Q3 | $411K | Buy |
+1,400
| New | +$411K | 0.06% | 289 |
|