Spartan Planning & 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 | $411K | Buy |
875
+89
| +11% | +$41.8K | 0.35% | 48 |
|
|
2025
Q1 | $366K | Buy |
+786
| New | +$366K | 0.35% | 48 |
|
|
2023
Q4 | $327K | Buy |
796
+36
| +5% | +$14.8K | 0.35% | 37 |
|
|
2023
Q3 | $283K | Buy |
+760
| New | +$283K | 0.33% | 44 |
|
|
2022
Q4 | $290K | Buy |
+889
| New | +$290K | 0.36% | 46 |
|
|
2022
Q3 | – | Sell |
-403
| Closed | -$116K | – | 102 |
|
|
2022
Q2 | $116K | Sell |
403
-598
| -60% | -$172K | 0.15% | 46 |
|
|
2022
Q1 | $320K | Buy |
+1,001
| New | +$320K | 0.4% | 33 |
|