SAG
SageView Advisory Group’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Sell |
4,141
-18
| -0.4% | -$8.42K | 0.07% | 141 |
|
|
2025
Q1 | $1.94M | Sell |
4,159
-374
| -8% | -$174K | 0.08% | 130 |
|
|
2024
Q4 | $1.9M | Buy |
4,533
+704
| +18% | +$295K | 0.08% | 128 |
|
|
2024
Q3 | $1.83M | Sell |
3,829
-851
| -18% | -$406K | 0.09% | 122 |
|
|
2024
Q2 | $2.05M | Buy |
+4,680
| New | +$2.05M | 0.1% | 120 |
|
|
2024
Q1 | – | Sell |
-4,472
| Closed | -$1.82M | – | 669 |
|
|
2023
Q4 | $1.82M | Buy |
4,472
+1,170
| +35% | +$477K | 0.08% | 155 |
|
|
2023
Q3 | $1.23M | Buy |
3,302
+1,409
| +74% | +$525K | 0.07% | 179 |
|
|
2023
Q2 | $722K | Buy |
1,893
+495
| +35% | +$189K | 0.04% | 279 |
|
|
2023
Q1 | $497K | Buy |
1,398
+691
| +98% | +$246K | 0.03% | 309 |
|
|
2022
Q4 | $231K | Buy |
+707
| New | +$231K | 0.02% | 376 |
|