San Luis Wealth Advisors’s Linde LIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $917K | Sell |
1,954
-178
| -8% | -$83.5K | 0.2% | 63 |
|
|
2025
Q1 | $993K | Sell |
2,132
-79
| -4% | -$36.8K | 0.22% | 52 |
|
|
2024
Q4 | $926K | Buy |
2,211
+83
| +4% | +$34.8K | 0.18% | 56 |
|
|
2024
Q3 | $1.02M | Buy |
2,128
+1,590
| +296% | +$758K | 0.21% | 52 |
|
|
2024
Q2 | $236K | Sell |
538
-36
| -6% | -$15.8K | 0.06% | 119 |
|
|
2024
Q1 | $266K | Sell |
574
-9
| -2% | -$4.17K | 0.14% | 40 |
|
|
2023
Q4 | $239K | Sell |
583
-176
| -23% | -$72.2K | 0.1% | 50 |
|
|
2023
Q3 | $283K | Sell |
759
-92
| -11% | -$34.3K | 0.14% | 56 |
|
|
2023
Q2 | $324K | Buy |
+851
| New | +$324K | 0.11% | 140 |
|
|
2023
Q1 | – | Sell |
-1,535
| Closed | -$501K | – | 168 |
|
|
2022
Q4 | $501K | Sell |
1,535
-1,454
| -49% | -$475K | 0.47% | 49 |
|
|
2022
Q3 | $806K | Sell |
2,989
-1,808
| -38% | -$488K | 0.84% | 31 |
|
|
2022
Q2 | $1.38M | Buy |
4,797
+3,950
| +466% | +$1.14M | 1.58% | 17 |
|
|
2022
Q1 | $293K | Hold |
847
| – | – | 0.14% | 122 |
|
|
2021
Q4 | $293K | Sell |
847
-118
| -12% | -$40.8K | 0.3% | 70 |
|
|
2021
Q3 | $283K | Buy |
+965
| New | +$283K | 0.16% | 128 |
|
|
2020
Q4 | $455K | Buy |
+1,726
| New | +$455K | 0.29% | 90 |
|