Sugarloaf Wealth Management’s Linde LIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $221K | Buy |
528
+47
| +10% | +$19.7K | 0.04% | 152 |
|
|
2024
Q3 | $229K | Buy |
481
+108
| +29% | +$51.5K | 0.04% | 146 |
|
|
2024
Q2 | $164K | Buy |
373
+1
| +0.3% | +$439 | 0.03% | 175 |
|
|
2024
Q1 | $173K | Buy |
372
+68
| +22% | +$31.6K | 0.04% | 170 |
|
|
2023
Q4 | $125K | Buy |
304
+44
| +17% | +$18.1K | 0.03% | 197 |
|
|
2023
Q3 | $96.8K | Buy |
260
+239
| +1,138% | +$89K | 0.02% | 215 |
|
|
2023
Q2 | $8.05K | Hold |
21
| – | – | ﹤0.01% | 500 |
|
|
2023
Q1 | $7.51K | Sell |
21
-37
| -64% | -$13.2K | ﹤0.01% | 504 |
|
|
2022
Q4 | $18.9K | Hold |
58
| – | – | ﹤0.01% | 412 |
|
|
2022
Q3 | $16K | Hold |
58
| – | – | ﹤0.01% | 444 |
|
|
2022
Q2 | $23K | Hold |
58
| – | – | 0.01% | 391 |
|
|
2022
Q1 | $18K | Hold |
58
| – | – | ﹤0.01% | 417 |
|
|
2021
Q4 | $20K | Hold |
58
| – | – | ﹤0.01% | 425 |
|
|
2021
Q3 | $17K | Hold |
58
| – | – | ﹤0.01% | 451 |
|
|
2021
Q2 | $17K | Buy |
58
+1
| +2% | +$293 | ﹤0.01% | 435 |
|
|
2021
Q1 | $16 | Hold |
57
| – | – | ﹤0.01% | 446 |
|
|
2020
Q4 | $15K | Hold |
57
| – | – | 0.01% | 430 |
|
|
2020
Q3 | $14K | Hold |
57
| – | – | 0.01% | 413 |
|
|
2020
Q2 | $12K | Buy |
57
+1
| +2% | +$211 | ﹤0.01% | 426 |
|
|
2020
Q1 | $10K | Hold |
56
| – | – | ﹤0.01% | 434 |
|
|
2019
Q4 | $12K | Buy |
+56
| New | +$12K | 0.01% | 448 |
|