Smith Salley Wealth Management’s Linde LIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.2M | Buy |
51,527
+1,777
| +4% | +$834K | 1.4% | 19 |
|
|
2025
Q1 | $23.2M | Buy |
49,750
+3,407
| +7% | +$1.59M | 1.52% | 19 |
|
|
2024
Q4 | $19.4M | Buy |
46,343
+382
| +0.8% | +$160K | 1.25% | 25 |
|
|
2024
Q3 | $21.9M | Buy |
45,961
+1,200
| +3% | +$572K | 1.43% | 21 |
|
|
2024
Q2 | $19.6M | Buy |
44,761
+4,885
| +12% | +$2.14M | 1.41% | 23 |
|
|
2024
Q1 | $18.5M | Sell |
39,876
-12,281
| -24% | -$5.7M | 1.44% | 21 |
|
|
2023
Q4 | $21.4M | Buy |
52,157
+1,858
| +4% | +$763K | 1.38% | 23 |
|
|
2023
Q3 | $18.7M | Buy |
50,299
+2,500
| +5% | +$931K | 1.39% | 24 |
|
|
2023
Q2 | $18.2M | Buy |
47,799
+69
| +0.1% | +$26.3K | 1.34% | 26 |
|
|
2023
Q1 | $17M | Buy |
47,730
+706
| +2% | +$251K | 1.35% | 26 |
|
|
2022
Q4 | $15.3M | Buy |
47,024
+86
| +0.2% | +$28.1K | 1.31% | 26 |
|
|
2022
Q3 | $12.7M | Buy |
46,938
+324
| +0.7% | +$87.3K | 1.18% | 31 |
|
|
2022
Q2 | $13.4M | Buy |
46,614
+1,795
| +4% | +$516K | 1.16% | 33 |
|
|
2022
Q1 | $14.3M | Buy |
44,819
+490
| +1% | +$157K | 1.08% | 35 |
|
|
2021
Q4 | $15.4M | Buy |
44,329
+570
| +1% | +$197K | 1.09% | 35 |
|
|
2021
Q3 | $12.8M | Buy |
43,759
+651
| +2% | +$191K | 1.01% | 38 |
|
|
2021
Q2 | $12.5M | Buy |
43,108
+696
| +2% | +$201K | 1.01% | 38 |
|
|
2021
Q1 | $11.9M | Buy |
42,412
+1,272
| +3% | +$356K | 1.07% | 38 |
|
|
2020
Q4 | $10.8M | Buy |
41,140
+1,873
| +5% | +$494K | 1.1% | 36 |
|
|
2020
Q3 | $9.35M | Buy |
39,267
+1,445
| +4% | +$344K | 1.13% | 35 |
|
|
2020
Q2 | $8.02M | Buy |
37,822
+10,381
| +38% | +$2.2M | 1.07% | 36 |
|
|
2020
Q1 | $4.75M | Buy |
+27,441
| New | +$4.75M | 0.79% | 41 |
|