THWM
Taylor Hoffman Wealth Management’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $398K | Hold |
929
| – | – | 0.16% | 82 |
|
|
2024
Q1 | $431K | Sell |
929
-317
| -25% | -$147K | 0.18% | 78 |
|
|
2023
Q4 | $512K | Hold |
1,246
| – | – | 0.23% | 71 |
|
|
2023
Q3 | $464K | Hold |
1,246
| – | – | 0.24% | 73 |
|
|
2023
Q2 | $475K | Buy |
1,246
+150
| +14% | +$57.2K | 0.24% | 72 |
|
|
2023
Q1 | $390K | Hold |
1,096
| – | – | 0.21% | 79 |
|
|
2022
Q4 | $357K | Sell |
1,096
-150
| -12% | -$48.9K | 0.22% | 79 |
|
|
2022
Q3 | $336K | Hold |
1,246
| – | – | 0.18% | 102 |
|
|
2022
Q2 | $356K | Hold |
1,246
| – | – | 0.17% | 101 |
|
|
2022
Q1 | $398K | Hold |
1,246
| – | – | 0.16% | 99 |
|
|
2021
Q4 | $432K | Buy |
+1,246
| New | +$432K | 0.16% | 99 |
|
|
2021
Q2 | – | Sell |
-1,382
| Closed | -$387K | – | 134 |
|
|
2021
Q1 | $387K | Hold |
1,382
| – | – | 0.18% | 100 |
|
|
2020
Q4 | $364K | Hold |
1,382
| – | – | 0.19% | 103 |
|
|
2020
Q3 | $329K | Hold |
1,382
| – | – | 0.19% | 99 |
|
|
2020
Q2 | $293K | Hold |
1,382
| – | – | 0.18% | 99 |
|
|
2020
Q1 | $239K | Hold |
1,382
| – | – | 0.23% | 99 |
|
|
2019
Q4 | $294K | Hold |
1,382
| – | – | 0.19% | 100 |
|
|
2019
Q3 | $268K | Hold |
1,382
| – | – | 0.19% | 101 |
|
|
2019
Q2 | $278K | Hold |
1,382
| – | – | 0.22% | 96 |
|
|
2019
Q1 | $243K | Hold |
1,382
| – | – | 0.18% | 107 |
|
|
2018
Q4 | $216K | Buy |
+1,382
| New | +$216K | 0.19% | 95 |
|