Sonoma Private Wealth’s Linde LIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-842
Closed -$402K 88
2024
Q3
$402K Sell
842
-8
-0.9% -$3.82K 0.63% 58
2024
Q2
$373K Sell
850
-13
-2% -$5.71K 0.61% 57
2024
Q1
$401K Sell
863
-10
-1% -$4.64K 0.64% 56
2023
Q4
$359K Buy
+873
New +$359K 0.59% 54