Summit Trail Advisors’s Linde LIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.82M | Buy |
14,528
+3,204
| +28% | +$1.5M | 0.12% | 94 |
|
|
2025
Q1 | $5.27M | Buy |
11,324
+2,301
| +26% | +$1.07M | 0.17% | 50 |
|
|
2024
Q4 | $3.78M | Buy |
9,023
+506
| +6% | +$212K | 0.14% | 58 |
|
|
2024
Q3 | $4.06M | Buy |
8,517
+1,822
| +27% | +$869K | 0.1% | 89 |
|
|
2024
Q2 | $2.94M | Buy |
6,695
+437
| +7% | +$192K | 0.08% | 110 |
|
|
2024
Q1 | $2.91M | Buy |
6,258
+952
| +18% | +$442K | 0.08% | 98 |
|
|
2023
Q4 | $2.18M | Buy |
5,306
+568
| +12% | +$233K | 0.07% | 98 |
|
|
2023
Q3 | $1.76M | Buy |
4,738
+598
| +14% | +$223K | 0.06% | 105 |
|
|
2023
Q2 | $1.58M | Buy |
4,140
+1,699
| +70% | +$647K | 0.06% | 118 |
|
|
2023
Q1 | $867K | Buy |
2,441
+126
| +5% | +$44.8K | 0.03% | 144 |
|
|
2022
Q4 | $755K | Buy |
2,315
+122
| +6% | +$39.8K | 0.03% | 138 |
|
|
2022
Q3 | $591K | Buy |
2,193
+420
| +24% | +$113K | 0.03% | 152 |
|
|
2022
Q2 | $510K | Sell |
1,773
-492
| -22% | -$142K | 0.03% | 180 |
|
|
2022
Q1 | $724K | Buy |
+2,265
| New | +$724K | 0.06% | 127 |
|