Valeo Financial 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
$2.18M Buy
4,641
+490
+12% +$230K 0.05% 159
2025
Q1
$1.93M Sell
4,151
-116
-3% -$54K 0.05% 163
2024
Q4
$1.79M Sell
4,267
-420
-9% -$176K 0.05% 162
2024
Q3
$2.24M Buy
4,687
+61
+1% +$29.1K 0.06% 139
2024
Q2
$2.03M Buy
4,626
+374
+9% +$164K 0.06% 143
2024
Q1
$1.89M Buy
4,252
+137
+3% +$60.9K 0.07% 151
2023
Q4
$1.69M Buy
4,115
+241
+6% +$99K 0.07% 155
2023
Q3
$1.44M Buy
3,874
+118
+3% +$43.9K 0.07% 157
2023
Q2
$1.43M Sell
3,756
-140
-4% -$53.3K 0.07% 159
2023
Q1
$1.38M Buy
3,896
+1,082
+38% +$385K 0.07% 175
2022
Q4
$918K Buy
2,814
+1,382
+97% +$451K 0.05% 198
2022
Q3
$386K Buy
1,432
+6
+0.4% +$1.62K 0.02% 291
2022
Q2
$410K Sell
1,426
-490
-26% -$141K 0.03% 281
2022
Q1
$613K Buy
1,916
+640
+50% +$205K 0.03% 276
2021
Q4
$442K Buy
1,276
+1
+0.1% +$346 0.02% 326
2021
Q3
$374K Buy
1,275
+287
+29% +$84.2K 0.02% 341
2021
Q2
$286K Buy
988
+371
+60% +$107K 0.02% 345
2021
Q1
$173K Buy
617
+299
+94% +$83.8K 0.01% 466
2020
Q4
$84K Sell
318
-202
-39% -$53.4K ﹤0.01% 607
2020
Q3
$124K Sell
520
-147
-22% -$35.1K 0.01% 414
2020
Q2
$141K Sell
667
-272
-29% -$57.5K 0.01% 388
2020
Q1
$178K Sell
939
-229
-20% -$43.4K 0.02% 311
2019
Q4
$249K Sell
1,168
-20
-2% -$4.26K 0.02% 282
2019
Q3
$230K Buy
1,188
+300
+34% +$58.1K 0.03% 280
2019
Q2
$178K Hold
888
0.02% 311
2019
Q1
$156K Buy
+888
New +$156K 0.02% 326