Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,188
Closed -$453K 253
2023
Q2
$453K Buy
1,188
+17
+1% +$6.21K 0.08% 214
2023
Q1
$416K Sell
1,171
-2
-0.2% -$670 0.08% 227
2022
Q4
$382K Sell
1,173
-36
-3% -$11.3K 0.08% 238
2022
Q3
$326K Sell
1,209
-1,104
-48% -$317K 0.07% 270
2022
Q2
$665K Sell
2,313
-50
-2% -$15.6K 0.13% 180
2022
Q1
$755K Buy
2,363
+561
+31% +$173K 0.12% 188
2021
Q4
$624K Sell
1,802
-491
-21% -$159K 0.09% 218
2021
Q3
$673K Buy
2,293
+81
+4% +$24.6K 0.1% 205
2021
Q2
$640K Buy
2,212
+1,323
+149% +$386K 0.1% 223
2021
Q1
$249K Buy
889
+16
+2% +$4.15K 0.05% 364
2020
Q4
$230K Buy
+873
New +$214K 0.05% 340
2020
Q2
Sell
-1,754
Closed -$303K 367
2020
Q1
$303K Buy
1,754
+691
+65% +$136K 0.09% 220
2019
Q4
$206K Hold
1,063
0.07% 273
2019
Q3
$206K Sell
1,063
-64
-6% -$12.4K 0.07% 273
2019
Q2
$226K Buy
+1,127
New +$211K 0.09% 236

Other funds holding LIN

V Wealth Advisors's LIN Position: Q3 2023 in Review

V Wealth Advisors sold out of Linde (LIN) in Q3 2023, closing a stake of 1,188 shares — an estimated $453K sold.

V Wealth Advisors first reported a position in LIN in Q2 2019 and held it in 15 quarters. The position peaked at $755K in Q1 2022. 1,637 funds tracked by Wall St. Rank hold LIN as of Q3 2023.

  • V Wealth Advisors reported no remaining Linde position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 1,188 Linde shares in Q3 2023, an estimated $453K.
  • V Wealth Advisors first reported a position in Linde in Q2 2019 and held it in 15 quarters.
  • V Wealth Advisors's Linde position peaked at $755K in Q1 2022.
  • 1,637 funds tracked by Wall St. Rank held Linde as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.