Strategic Wealth Partners’s Linde LIN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $83K | Buy |
+177
| New | +$83K | 0.01% | 419 |
|
2024
Q3 | – | Sell |
-698
| Closed | -$306K | – | 299 |
|
2024
Q2 | $306K | Sell |
698
-599
| -46% | -$263K | 0.03% | 238 |
|
2024
Q1 | $602K | Buy |
1,297
+85
| +7% | +$39.5K | 0.07% | 177 |
|
2023
Q4 | $498K | Buy |
1,212
+621
| +105% | +$255K | 0.06% | 187 |
|
2023
Q3 | $220K | Buy |
+591
| New | +$220K | 0.03% | 268 |
|