SFWA
Summit Financial Wealth Advisors’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $283K | Hold |
608
| – | – | 0.06% | 120 |
|
|
2024
Q4 | $276K | Sell |
608
-4
| -0.7% | -$1.82K | 0.05% | 125 |
|
|
2024
Q3 | $292K | Buy |
612
+4
| +0.7% | +$1.91K | 0.05% | 120 |
|
|
2024
Q2 | $267K | Hold |
608
| – | – | 0.05% | 115 |
|
|
2024
Q1 | $282K | Hold |
608
| – | – | 0.06% | 107 |
|
|
2023
Q4 | $250K | Hold |
608
| – | – | 0.06% | 108 |
|
|
2023
Q3 | $237K | Hold |
608
| – | – | 0.06% | 107 |
|
|
2023
Q2 | $232K | Buy |
+608
| New | +$232K | 0.05% | 110 |
|