Sendero Wealth Management’s Linde LIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,770
Closed -$1.96M 158
2023
Q4
$1.96M Buy
4,770
+65
+1% +$26.7K 0.37% 53
2023
Q3
$1.75M Buy
4,705
+167
+4% +$62.2K 0.38% 56
2023
Q2
$1.73M Sell
4,538
-391
-8% -$149K 0.38% 54
2023
Q1
$1.75M Buy
4,929
+399
+9% +$142K 0.54% 44
2022
Q4
$1.48M Buy
4,530
+390
+9% +$127K 0.53% 40
2022
Q3
$1.12M Sell
4,140
-1,837
-31% -$495K 0.46% 37
2022
Q2
$1.72M Buy
5,977
+822
+16% +$236K 1.65% 13
2022
Q1
$1.65M Buy
5,155
+749
+17% +$239K 0.76% 18
2021
Q4
$1.53M Buy
+4,406
New +$1.53M 0.68% 25