TWA
TCI Wealth Advisors’s Linde LIN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-436
| Closed | -$203K | – | 256 |
|
2025
Q1 | $203K | Buy |
+436
| New | +$203K | 0.02% | 223 |
|
2024
Q4 | – | Sell |
-477
| Closed | -$227K | – | 241 |
|
2024
Q3 | $227K | Buy |
+477
| New | +$227K | 0.02% | 215 |
|
2023
Q2 | – | Sell |
-335
| Closed | -$119K | – | 1320 |
|
2023
Q1 | $119K | Buy |
335
+10
| +3% | +$3.55K | 0.02% | 254 |
|
2022
Q4 | $106K | Buy |
325
+51
| +19% | +$16.6K | 0.01% | 250 |
|
2022
Q3 | $74K | Buy |
274
+272
| +13,600% | +$73.5K | 0.01% | 292 |
|
2022
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 2159 |
|
2022
Q1 | $1K | Sell |
2
-9
| -82% | -$4.5K | ﹤0.01% | 2117 |
|
2021
Q4 | $4K | Sell |
11
-13
| -54% | -$4.73K | ﹤0.01% | 1846 |
|
2021
Q3 | $7K | Sell |
24
-150
| -86% | -$43.8K | ﹤0.01% | 1348 |
|
2021
Q2 | $50K | Buy |
174
+43
| +33% | +$12.4K | 0.01% | 373 |
|
2021
Q1 | $37K | Buy |
131
+83
| +173% | +$23.4K | 0.02% | 410 |
|
2020
Q4 | $13K | Sell |
48
-699
| -94% | -$189K | 0.01% | 561 |
|
2020
Q3 | $178K | Buy |
747
+35
| +5% | +$8.34K | 0.07% | 147 |
|
2020
Q2 | $151K | Sell |
712
-225
| -24% | -$47.7K | 0.06% | 162 |
|
2020
Q1 | $162K | Buy |
937
+99
| +12% | +$17.1K | 0.08% | 148 |
|
2019
Q4 | $178K | Sell |
838
-4
| -0.5% | -$850 | 0.07% | 185 |
|
2019
Q3 | $163K | Hold |
842
| – | – | 0.07% | 161 |
|
2019
Q2 | $169K | Sell |
842
-91
| -10% | -$18.3K | 0.08% | 159 |
|
2019
Q1 | $164K | Sell |
933
-50
| -5% | -$8.79K | 0.07% | 173 |
|
2018
Q4 | $153K | Buy |
+983
| New | +$153K | 0.07% | 165 |
|