Wellspring 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
$263K Buy
560
+53
+10% +$24.9K 0.03% 122
2025
Q1
$236K Hold
507
0.03% 117
2024
Q4
$212K Sell
507
-4
-0.8% -$1.68K 0.02% 131
2024
Q3
$244K Sell
511
-25
-5% -$11.9K 0.03% 134
2024
Q2
$235K Buy
536
+57
+12% +$25K 0.03% 126
2024
Q1
$222K Buy
+479
New +$222K 0.04% 120