SWA
SOA Wealth Advisors’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $136K | Hold |
289
| – | – | 0.03% | 244 |
|
|
2025
Q1 | $135K | Hold |
289
| – | – | 0.03% | 230 |
|
|
2024
Q4 | $121K | Sell |
289
-45
| -13% | -$18.8K | 0.02% | 234 |
|
|
2024
Q3 | $159K | Hold |
334
| – | – | 0.03% | 205 |
|
|
2024
Q2 | $147K | Hold |
334
| – | – | 0.03% | 208 |
|
|
2024
Q1 | $155K | Hold |
334
| – | – | 0.03% | 202 |
|
|
2023
Q4 | $137K | Sell |
334
-136
| -29% | -$55.9K | 0.03% | 207 |
|
|
2023
Q3 | $175K | Hold |
470
| – | – | 0.04% | 177 |
|
|
2023
Q2 | $179K | Hold |
470
| – | – | 0.04% | 171 |
|
|
2023
Q1 | $167K | Hold |
470
| – | – | 0.04% | 173 |
|
|
2022
Q4 | $153K | Hold |
470
| – | – | 0.04% | 177 |
|
|
2022
Q3 | $126K | Hold |
470
| – | – | 0.04% | 181 |
|
|
2022
Q2 | $135K | Sell |
470
-5
| -1% | -$1.44K | 0.04% | 177 |
|
|
2022
Q1 | $151K | Hold |
475
| – | – | 0.04% | 192 |
|
|
2021
Q4 | $163K | Hold |
475
| – | – | 0.04% | 177 |
|
|
2021
Q3 | $139K | Hold |
475
| – | – | 0.04% | 192 |
|
|
2021
Q2 | $137K | Sell |
475
-2
| -0.4% | -$577 | 0.04% | 192 |
|
|
2021
Q1 | $133K | Hold |
477
| – | – | 0.04% | 174 |
|
|
2020
Q4 | $120K | Buy |
+477
| New | +$120K | 0.03% | 180 |
|