XWM
Xcel Wealth Management’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
479
+5
| +1% | +$2.35K | 0.06% | 128 |
|
|
2025
Q1 | $221K | Buy |
+474
| New | +$221K | 0.07% | 125 |
|
|
2024
Q4 | – | Sell |
-474
| Closed | -$226K | – | 128 |
|
|
2024
Q3 | $226K | Hold |
474
| – | – | 0.07% | 119 |
|
|
2024
Q2 | $208K | Hold |
474
| – | – | 0.07% | 119 |
|
|
2024
Q1 | $220K | Buy |
+474
| New | +$220K | 0.07% | 120 |
|
|
2022
Q2 | – | Sell |
-1,180
| Closed | -$377K | – | 135 |
|
|
2022
Q1 | $377K | Sell |
1,180
-240
| -17% | -$76.7K | 0.1% | 110 |
|
|
2021
Q4 | $492K | Buy |
1,420
+351
| +33% | +$122K | 0.13% | 102 |
|
|
2021
Q3 | $314K | Buy |
1,069
+100
| +10% | +$29.4K | 0.09% | 117 |
|
|
2021
Q2 | $280K | Hold |
969
| – | – | 0.08% | 126 |
|
|
2021
Q1 | $271K | Buy |
+969
| New | +$271K | 0.1% | 115 |
|