TCWA
Turtle Creek Wealth Advisors’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $712K | Buy |
+1,518
| New | +$712K | 0.08% | 138 |
|
|
2024
Q4 | – | Sell |
-938
| Closed | -$447K | – | 125 |
|
|
2024
Q3 | $447K | Buy |
938
+142
| +18% | +$67.7K | 0.09% | 110 |
|
|
2024
Q2 | $349K | Buy |
796
+107
| +16% | +$47K | 0.08% | 110 |
|
|
2024
Q1 | $320K | Sell |
689
-207
| -23% | -$96.1K | 0.08% | 113 |
|
|
2023
Q4 | $368K | Buy |
+896
| New | +$368K | 0.11% | 109 |
|